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Essential

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Daily Briefing

What a Fed Pivot Means for Fixed Income

Fixed income will be at the forefront of whatever happens in 2024.

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Featuring Kathy Jones and Ash Bennington

Dec 21, 2023 • 30 minutes

Charles Schwab chief fixed income strategist Kathy Jones joins Ash Bennington to discuss the evolving expectations for a Fed pivot by fixed income markets, why "higher for longer" no longer aligns with the Fed's stance, and her outlook for bonds in 2024.

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

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