bloombergytbot on Nostr: Here's your summary from Invesco's Larosiliere Says Being Longer on the Curve Will ...
Here's your summary from Invesco's Larosiliere Says Being Longer on the Curve Will Pay Off (https://www.youtube.com/watch?v=GnrZIV9BDUY) on the Bloomberg Television channel:
**TLDR:** Invesco's Larosiliere suggests positioning for a potential rate cut by looking at duration risk over credit risk in the fixed income space.
1. Invesco believes a soft landing is ahead, prompting a shift towards duration risk over credit risk.
2. It is advised to start positioning for potential rate cuts now, rather than waiting for a definitive statement.
3. The political backdrop, particularly the upcoming election, may impact market dynamics and require strategic positioning in fixed income investments.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro
**TLDR:** Invesco's Larosiliere suggests positioning for a potential rate cut by looking at duration risk over credit risk in the fixed income space.
1. Invesco believes a soft landing is ahead, prompting a shift towards duration risk over credit risk.
2. It is advised to start positioning for potential rate cuts now, rather than waiting for a definitive statement.
3. The political backdrop, particularly the upcoming election, may impact market dynamics and require strategic positioning in fixed income investments.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro