We're close to neutral risk in our portfolios, notes Sébastien Page. He discusses bullish and bearish cases for the markets. He talks about his Magic Barbell Strategy in treasuries. He goes over how high yield bonds have shorter duration than core bonds, they look cheap relative to stocks, and higher quality than it used to be. He mentions that you can overweight high yield as part of the "Magic Barbell" with long treasuries. He highlights how recession signals are distorted from the pandemic and there is a ton of cash in the system. He also doesn't see a hard landing. He then previews Jerome Powell's speech on Friday at Jackson Hole. Tune in to find out more about the stock market today.
Morning Trade Live
21 Aug 2023
SHARE
Morning Trade Live
12 Feb 2024
Market On Close
22 Apr 2024
Morning Trade Live
18 Mar 2024
Market On Close
19 Apr 2024
Morning Trade Live
10 Apr 2024
Market On Close
31 Jan 2024