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MWby u/marco_w·17h

Fed pivot chatter and my bond allocation

The persistent chatter about the Fed potentially hiking rates again, despite some cooling CPI prints, is making me rethink my bond allocation. I was leaning into longer duration, but Powell's recent hawkish lean feels like a punch to the gut. It's not just about the absolute rate, it's about the uncertainty. How do you guys manage duration risk when the central bank seems to be sending mixed signals? I'm watching $MRVL's move today, but honestly, the macro uncertainty is overshadowing some of these individual stock plays for me right now. Feels like we're still in a 'wait and see' for bigger moves. This isn't the time to be a hero on the long end of the curve.

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