Ken Shinoda on Fed’s ‘Risk Management’ Rate Cut | Bloomberg TV

DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg TV following the FOMC’s 25-basis-point rate cut and Federal Reserve Chair Jerome H. Powell’s press conference. Mr. Shinoda discusses the Fed’s emphasis on “risk management,” highlighting the importance of maintaining a data-dependent stance to balance inflation risks with signs of labor market softness. He examines the implications of the Fed’s move for credit-sensitive assets, the U.S. Treasury yield curve and the mortgage-backed securities market. Mr. Shinoda also addresses the outlook for housing, the potential path of the long bond and whether the U.S. economy might need to slow down further to bring longer-term yields lower. In his analysis, he frames how Fed policy decisions could shape investor positioning across duration and credit markets in the months ahead.