Jeffrey Katz: Market Euphoria Masks Consumer Risk, Credit Pivot Ahead

Jeffrey Katz of TCW Group warns that market euphoria may be masking a looming strain on the consumer, even as a strong labor market supports sentiment. He explains why TCW is underweight corporate credit and favoring securitized assets amid tight spreads and shifting rate expectations, while also weighing how potential Fed leadership changes could support a lower-rate backdrop.

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