What to Watch in Credit Markets Amid Japan Worries, U.S. Rate Cuts

January 26, 20268m 1s

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Show Notes

Seth Meyer sees a profound geopolitical shift over the next few years and discusses how to protect your portfolio. Focusing on the bond market, he explains worries around Japan and the U.S., with multiple rate cuts anticipated this year from the Fed. Lower-income consumers are being squeezed, which is something to watch, but he doesn’t see the bifurcation as abnormal.

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