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Big week for data signals as traders primed to put cash to work

Robert Daly, director of fixed income at Glenmede Investment Management, discusses how it’s a big week for economic data signals as trading desks are eagerly waiting to put cash to work. Traders will be awaiting signs that could cue central banks to transition from a hiking to a cutting regime.

Daly also unpacks his predictions for cuts this year; how he expects liquidity across assets to play out in the second quarter and warns that traders should be wary of market concentration and risk compensation in riskier assets.

Additionally, the fixed income head looks at the record breaking quarter for bond issuance; how he imagines the supply versus demand dynamic to unfold over the next few months, and how concerned investors should be in the short and long term over growing government debt.

02.04.2024


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