소날리 바삭이 알아야 할 시장을 움직이는 뉴스를 소개합니다. 오늘 방송에서는 메릴 뱅크 오브 아메리카 프라이빗 뱅크의 최고투자실 채권 전략 책임자 매튜 디족, 올스프링 글로벌 투자 수석 채권 투자 전략가 조지 보리, 액소닉 캐피탈의 피터 세키니, 베어링 소비자 ABS 및 CMBS 율리아 알렉세바 챕터: 00:00:00 – 실질 수익률 00:03:05 – 금리 인하 기대감 00:05:32 – 미국 10년 수익률 전망 00:11:30 – 경매 블록 00:13:01 – 일시 중지 00:17:07 – 주택 시장 이슈 00:21:14 – 다음 주
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Sonali Basak highlights the market-moving news you need to know. On the show today, Merrill Bank of America Private Bank Head of Fixed Income Strategy for Chief Investment Office Matthew Diczok, Allspring Global Investments Chief Investment Strategist of Fixed Income George Bory, Axonic Capital Principal Peter Cecchini, Barings Head of Consumer ABS and CMBS Yulia Alekseeva
Chapters:
00:00:00 – Real Yield
00:03:05 – Rate Cut Expectations
00:05:32 – US 10-Year Yield Outlook
00:11:30 – Auction Block
00:13:01 – US High-Grade Sales on Pause
00:17:07 – Housing Market Issues
00:21:14 – The Week Ahead
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