Expect Short Rates To Stay High & Longer Bonds To Rally

We favor quality growth and selectively adding to both equity and fixed income duration, says Timothy Chubb. He discusses how the Fed will interpret this week's economic data. He talks about how he is focused on cyclicals - especially the down-market cap - that are beneficiaries of longer-term, secular growth tailwinds. He notes that he expects the short rates to stay high and longer bonds to rally as the economy slows. Finally, he goes over areas of opportunity in equities. Tune in to find out more about the stock market today.

The Watch List

17 Feb 2023

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