Sonali Basak highlights the market-moving news you need to know. Today’s guests: Wolfe Research Chief Economist Stephanie Roth, BlackRock Total Return Fund Lead Portfolio Manager David Rogal, UBS Global Wealth MGMT Head of Taxable Fixed Income Strategy Leslie Falconio and Goldman Sachs Chief Strategist Lotfi Karoui.
Chapters:
00:00:00 – Real Yield opens
00:03:42 – Roth and Rogal on Fed’s Next Move
00:05:13 – Roth on Why Fed Won’t Cut This Year
00:06:19 – Rogal: Economy Less Sensitive to Shirt-Term Rates
00:15:03 – Falconio: Some Catchup From April Slowdown
00:16:26 – Karoui: Curve Will Steepen From Here
00:21:08 – What to Watch Next
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