In this video, George Goncalves, Head of U.S Macro Strategy, MUFG Securities America Inc, discusses his outlook for the US economy and US fixed income in 2024. He outlines why he expects the Fed to begin cutting rates in 1H of this year. In the fixed income market, he expects the US Treasury curve to bull steepen, and for US credit to underperform. Watch George's video for more insights.
Key point
- 00.20 - US Dollar Outlook & Global Challenges
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