Ken Shinoda on Bloomberg TV: Short, Safe and Selective

Описание: DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg TV’s “The Close” to break down the state of interest rates, credit and housing following the Federal Reserve’s June 18 meeting, where the federal funds rate was held steady. He shares why he’s neutral on the 10-year U.S. Treasury, cautious on the long end of the Treasury curve due to fiscal risks and sees better value in short-duration, high-quality credit. Mr. Shinoda also discusses the resilience of credit spreads, the lack of real dip-buying opportunities and why he’s staying defensive in securitized markets. On housing, he sees regional softening ahead but no broad collapse, citing strong underwriting practices and limited supply.