According to Odaily, Jupiter Asset Management has released a report indicating that investors are currently facing conflicting macroeconomic signals, which could lead to increased volatility in the bond market. The firm's investment managers have noted that while the U.S. economy remains resilient, there is a possibility that demand may slow if real interest rates remain elevated for an extended period.
Despite the Federal Reserve having initiated interest rate cuts, the robust performance of the U.S. economy has led the market to lower its expectations for further rate reductions. The investment managers highlighted that the future path of the Federal Reserve's easing cycle remains uncertain, with investors holding varying expectations regarding the speed and extent of potential rate cuts.