In our latest Strategas Fixed Income Update, Portfolio Manager and Head of Fixed Income Tom Tzitzouris analyzes Kevin Warsh’s nomination as the next Fed chair and whether it truly signals a hawkish regime shift from prior Feds. Tom unpacks the implications for bond markets—including a likely higher term premium and flatter rate-cut path—and highlights value opportunities in high-quality intermediate maturities and select investment-grade credit. His commentary offers tactical insights for navigating policy uncertainty in fixed income.

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