Breaking down Jackson Hole

22/08/2023 4 min Episodio 7
Breaking down Jackson Hole

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Episode Synopsis

 In today’s episode of The Weekly Fix, Andrzej Skiba, Head of BlueBay US Fixed Income at RBC GAM, discusses the upcoming economic symposium in Jackson Hole. Policymakers will be discussing a range of issues, but no major policy changes are expected to be announced. Yields continue to rise as investors react to positive economic data, but Skiba believes that growth data will moderate, and inflation will head in the right direction. Despite the current sell-off in rates, Skiba maintains that fixed income remains attractive in the medium term.