Traders Doubt January Rate Cut

Traders See Minimal Chance of January Rate Cut
Market experts, including Lindsay Rosner from Goldman Sachs and Blake Gwinn from RBC Capital Markets, assert that the Federal Reserve is unlikely to implement a rate cut in January, emphasizing stability in the current economic outlook.

Bond Market Insights
Rosner and Gwinn discuss the current state of the bond market, highlighting investor sentiment and trends that could influence future decisions.

Impact of Trump’s Mortgage Bond Announcement
The discussion extends to Trump’s recent announcement regarding mortgage bonds, with Rosner and Gwinn analyzing its potential implications for the market and investor strategies.

IG Market Overview
Meghan Robson from BNP Paribas and Zachary Griffiths from CreditSights provide insights on the Investment Grade (IG) market, focusing on trends and key performance indicators.

Market Issuance Trends
Robson and Griffiths share their perspectives on market issuance, discussing factors that may affect the volume and types of securities offered in the near future.

Looking Ahead
The panel concludes with a preview of upcoming market developments, setting the stage for what to expect in the week ahead.