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CPI, Euro Equities, The Fed, and Real Estate (Podcast)

Bloomberg Intelligence

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The Fed's Next Meeting

We like some of the defensive sectors like consumer noncyclical and utilities. We become a little bit more cautious on the banking sector, even though we think we're out of the crisis. 10 and 30 year demand in the new issue market is always the strongest. And then it really comes down to individual name selection where we rely on our credit analyst team to find value there.

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