DoubleLine’s Gundlach says his base case is one rate cut this year, two reductions maximum

Published On Jan 29, 2025, 4:54 PM

Jeffrey Gundlach, CEO of DoubleLine Capital, has predicted that the Federal Reserve will only implement one rate cut in 2025, and a maximum of two. He emphasizes that the Fed is patient as it assesses economic data related to inflation and the labor market. Currently, the Fed is not in a rush to adjust interest rates, especially since the economy remains robust. Gundlach also expects long-duration Treasury yields to rise further and warns investors against owning high-risk assets due to elevated valuations.

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Gundlach's cautious outlook suggests a potentially bearish trend for high-risk assets while predicting higher yields for Treasuries. The anticipated rate cut may provide some support to certain sectors, particularly those sensitive to interest rates.

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