This podcast explores the future of global government bonds, currencies, and the housing market in 2025. Experts foresee a decline in government bond yields as the Federal Reserve is expected to cut rates. Initially, the US dollar is likely to strengthen, but it may weaken later as the effects of tariffs are factored in. The housing market is projected to become more affordable, leading to increased sales, although price growth will be modest. Additionally, there are promising opportunities in securitized credit, especially in CLOs, non-QM AAAs, and consumer ABS.
