Fixed Income Is 'Back on the Menu': Centersquare's Crowe

The transcript discusses the market's focus on the Fed meeting and interest rate expectations, highlighting the role of the jobs market in shaping these expectations. It explores fixed income as a viable investment opportunity amidst potential economic slowdown and recession. The discussion also covers municipal bonds, real estate as an inflation hedge, and the impact of rising debt costs on the housing market. The importance of maintaining a stable housing market to avoid disorderly conditions is emphasized.

In what ways might the Fed's actions impact inflation expectations?

What risks does the slowdown in the housing market pose to the economy?