Jupiter Asset Management: If the pace of U.S. inflation decline is fast enough, it will benefit the bond investment environment

Jupiter Asset Management stated that if U.S. inflation falls quickly enough, it will benefit the bond investment environment. Although the Federal Reserve has cut interest rates by 1% consecutively, the speed of inflation decline is more important. Bond investment director Matthew Morgan pointed out that with current inflation slowing down, attention should be paid to employment data, as a deterioration in the job market could lead to a hard landing for the economy, which in turn would affect interest rates and government bond yields. He emphasized that the market needs to take changes in employment data seriously, as historically, a deteriorating job market often signals an economic recession