
MH+ Ep.01: Kevin chats with Chase Taylor and Jay Pelosky
The Market Huddle
00:00
Fixed Income Market Pricing in Recession
fixed income traders are pricing in recession, I don't really think that's the case. The sofa curve is pricing in 4% by the end of March of 2024. That's not a recession to me. If we have a real recession, is the Fed going to get away with cutting down to 3? To me, the answer is no on that.
Play episode from 17:20
Transcript


