Treasuries Should Do Extremely Well: Bacon

The video discusses the passing of a bill and its impact on market sentiment, highlighting the removal of a 'wall of worry.' It explores market reactions, focusing on jobs data and inflation statistics, and their influence on interest rate projections. The discussion shifts to investment strategies, particularly in fixed income securities, emphasizing potential returns as the rate cycle peaks and cuts begin.

What factors are influencing the potential cuts in rates by the end of the year?

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In what ways does the speaker suggest clients should adjust their fixed income allocations?

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