Thornburg's Hoffmann on Fed, Bond Markets

The video discusses various aspects of fixed income investments, highlighting the current market conditions and opportunities. It covers the impact of the debt ceiling on short-term yields, the attractiveness of T-bills, and other investment options like commercial paper and mortgages. The speaker emphasizes a balanced portfolio approach, considering duration and diversification. The discussion also touches on the Federal Reserve's influence on market volatility and the potential for a pause in rate hikes. Finally, the video explores global fixed income opportunities, particularly in Europe, China, and Japan.

What factors does the speaker believe will influence the Fed's decision on interest rates in the near future?

How does the speaker assess the opportunities in fixed income across different sectors?

What is the speaker's outlook on international markets, particularly in Europe and China?