Bond Markets Rejoice as Inflation Moderates
November 20, 2023 — Last week produced a flurry of inflation data points, and the bottom line is that inflation is moderating but we’re not out of the woods yet. The Fed is going to want to see inflation get closer to the target rate of 2%, so expect rates to hold steady through the first half of 2024. This is good news for fixed income investors; more on that here and here. The following is a recap of inflation data and how the market has priced recent news.
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