bond market: Rate sensitives driving the market today because there is potentially an easier outlook on rates: Ashish Gupta
“Global growth is likely to be just about 2% or sub-2%, not just this year but probably next year despite the fact that the Fed has raised its outlook from about 1% to 1.5% for US GDP growth for next year. Even there, we should not take the Fed outlook at face value.”
Source: indiatimes.com