Jim Masturzo spotlights the bond market. He thinks they’re “not a bad play,” expecting rate cuts this year to boost them and that equities are too expensive. He likes the medium area of the curve, around 5-7 years or longer. He’s betting that once a new Fed chairman is installed in 2026, there will be a series of quick rate cuts. “The tail risk is oil.”
Trading 360
25 Jun 2025
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