Fixed income portfolio manager Connor Fitzgerald joins host Amar Reganti to discuss the potential effects of tariffs and other fiscal decisions on the bond market.
2:20 Liberation Day fallout
5:10 Tariffs as taxes
7:40 Breaking down market impacts
10:10 Structural increase in term premia
12:45 Inflation breakeven signals
15:55 Probability of recession
19:00 Managing fixed income portfolios
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