Possible shift in fixed income, inflation, and the Fed?

06/03/2025 12 min
Possible shift in fixed income, inflation, and the Fed?

Listen "Possible shift in fixed income, inflation, and the Fed?"

Episode Synopsis

Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA ratings. As markets shift their focus, we're tracking why this sentiment change matters.