Economic data, not inflation, will drive Fed decisions: Boehmer – BNN Bloomberg

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Economic data, not inflation, will drive Fed decisions: Boehmer

Konstantin Boehmer, Head of Fixed Income and Portfolio Manager at Mackenzie Investments, joins BNN Bloomberg to provide a pulse check on the bond market.

July 16, 2025 at 11:17AM EDT

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Favour tech, AI theme and industrials: MulberryOpens in new window

06:28 · July 17, 2025 at 10:20AM EDT

Economic data, not inflation, will drive Fed decisions: BoehmerOpens in new window

07:53 · July 16, 2025 at 11:17AM EDT

We are overweight financials: BelskiOpens in new window

05:22 · July 16, 2025 at 10:55AM EDT

Not concerned about recent price weakness: BelskiOpens in new window

04:58 · July 16, 2025 at 10:52AM EDT

Don't make business decisions based on headlines: Market strategistOpens in new window

05:03 · July 16, 2025 at 10:07AM EDT

Prefer U.S. big banks if economy robust: DietzeOpens in new window

05:39 · July 16, 2025 at 10:06AM EDT

Odds of a BoC rate cut in July are low: SchamottaOpens in new window

06:34 · July 16, 2025 at 9:30AM EDT