Strong Bond Market Catching Investors' Attention
WashingtonWise | EP142
Strong Bond Market Catching Investors' Attention
With high-profile IPOs generating investor excitement but also increasing volatility in the stock market, it's a good time to remember that bonds can help smooth volatility in your portfolio. In this episode, host Mike Townsend is joined by Collin Martin, head of fixed income research and strategy at the Schwab Center for Financial Research, for a timely discussion on the state of the bond market. Collin dives into what the latest inflation and jobs numbers are telling us about the economy and how the Federal Reserve is likely to stay cautious rather than rush into more rate moves. He examines how the arrival of new Chair Kevin Warsh at the Fed could change the way the central bank communicates and the implications of that for the markets. And he surveys where opportunities may exist across the fixed income landscape—from ultra-short bond funds to investment-grade corporates, high-yield bonds, preferred securities, and municipal bonds. Mike also shares the latest from Washington, including the latest evidence that the government funding process is breaking down, worrisome news about Social Security, and an under-the-radar confirmation hearing that goes to the heart of the debate about the integrity of economic data.
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