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Morning Note | August 29, 2023 | FPF Looks Good Here. Three Bond Picks
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Morning Note | August 29, 2023 | FPF Looks Good Here. Three Bond Picks

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Yield Hunting
Aug 29, 2023
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Morning Note | August 29, 2023 | FPF Looks Good Here. Three Bond Picks
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Summary

  • Stocks have opened mixed with little overall volatility after two consecutive up sessions in August.

  • Interest rates are the main cause of the decline, with the 10-year yield reaching a cycle high of 4.35%.

  • Forecasts for the return of 3% yields have been extended, with some predicting rates to rise above 5% or even 6%.

  • Some individual bond picks.

Good…

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