Why Bonds Now

Why Bonds Now

 We think it’s a good time to buy bonds because:

  • The markets’ irrational exuberance about rate cuts in 2024 has been exercised.  We started the year expecting 6-7 rate cuts, which dwindled to 2-3 in the first quarter.
  • Now, the 2-3 are in question, and even zero rate cuts are on the table for 2024.
  • We believe staying short in a portfolio with a laddered structure is still appropriate. 
  • We are finding the best value in the 1-5 year range of the yield curve because you are getting paid to wait for the yield curve to steepen. 

To learn more check out our recent Fixed Income Week in Review, or reach out with any questions.


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