La primera gran prueba de Kevin Warsh: Por qué un recorte de tipos en junio es inviable

Kevin Warsh's First Big Test: Why a June Rate Cut Is Unfeasible A special Mid-Year 2026 Outlook on Negocios TV dedicated to fixed income, macroeconomics, and credit strategies. We analyze Kevin Warsh's historic debut as head of the Federal Reserve and the heated technical debate on whether increased productivity from Artificial Intelligence will act as a deflationary force in the US. Our experts assess the fiscal imbalances of major Western economies and the impact of Donald Trump's tariffs on inflation, which threatens to remain above 3%. Discover the tactical positioning of portfolios following the recent bond sell-offs: from reducing risk in contingent convertible bonds (CoCos) and high-yield bonds to niche opportunities in corporate notes, floating-rate notes (FRNs), and duration management in the middle segments of the Treasury and German Bund yield curves. #fixedincome #federalreserve #kevinwarsh #bonds #creditmarket #highyield #inflation #economy #interview #businesstv 🔞Disclaimer: All information, material, and/or content included in this program is for informational and educational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Consult your own independent financial advisor before making any investment decisions. Business TV is not responsible for the opinions expressed in the video.