Here’s where bond investors should position themselves for maximum opportunity in 2025.
Transcript:
CONWAY GITTENS: And what do you think is going to have more influence on the bond market in 2025 and on interest rates. Trump, White House or the Federal Reserve.
KEVIN NICHOLSON: In 2025, I think that it’s really going to be more driven by the new administration. The Federal Reserve will be somewhat reactive to the data. And so depending on how the data comes out, will depend on how the Federal Reserve is going to react. I think that moving into 2025, the impetus is going to be more on fiscal policy and less on monetary policy.
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