Nuveen’s Fixed Income Strategy team, led by Tony Rodriguez, analyzes the Federal Reserve’s second consecutive 25 bps rate cut and its implications for investors.
-
Policy stance: The Fed reduced rates to 3.75%–4.00% and ended balance sheet runoff but maintained a hawkish tone, leaving December’s decision data-dependent.
-
Macro outlook: GDP forecast upgraded to 1.5% for 2025 amid resilient business investment and easing inflation, now projected near 3.2%.
-
Investment view: Nuveen favors emerging markets debt, senior loans, and municipal bonds as attractive income opportunities in a moderating rate environment.
For a deeper dive into sector-specific implications and yield opportunities, review the full analysis.
limited_access.body_anonymous
