Nuveen’s weekly commentary highlights a macro environment defined by persistent inflation risks and uneven market adjustments.
- Central banks are maintaining a cautious stance, with rate cuts limited as energy-driven inflation pressures remain elevated.
- Higher oil prices are adding to inflation while simultaneously weighing on growth, reinforcing a “higher for longer” rate environment.
- Credit markets are showing increasing dispersion, with weaker credits under pressure while higher-quality borrowers remain resilient.
As macro conditions remain stable but uneven, the report points to selectivity—not broad exposure—as the key driver of returns going forward.
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