Debt-Ceiling Drama and Adobe's AI Push
Bloomberg Intelligence
00:00
The Future of Fixed Income
The Fed is going to have to ease at some point here. The banking system will continue to be under stress as long as they keep increasing rates or holding them higher. Sectors like agency mortgages are pretty much as cheap as we've ever seen them because they've been hit by the high volatility. Avoid large-scale exposure to corporates and avoid office properties, LA, San Francisco, Chicago, New York, and Houston.
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