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Policy and Regulatory Commentary
Redistricting Fights Won't End this November
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Following yesterday’s primaries in New York and Florida, only a handful of U.S. states still have not yet held their primary elections, which means that voters in most states now have a very good idea who will be on their general election ballots this November.
Policy and Regulatory Commentary
The Fed’s “summer of 75” continues, despite growth risks
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A higher-than-expected consumer price inflation report for June compelled the U.S. Federal Reserve to maintain its brisk pace of policy tightening. The U.S. economy is showing signs of slowing, which could lead the Fed to reduce its pace of rate increases in September.
Fixed Income Insights
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
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In the latest episode of our Global Perspectives podcast series, Portfolio Manager Nick Childs and Securitized Products Analyst Tom Polus discuss the reasons why they believe mortgage-backed securities have been sold off disproportionately, and if that might be a good thing going forward.
Fixed Income Insights
Weekly Fixed Income Commentary: Fed rhetoric leads to higher Treasury yields
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U.S. Treasury yields rose as the U.S. Federal Reserve leaned hawkish and economic data were slightly worse. Spread assets weakened as a result.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields remain flat as inflation softens
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U.S. Treasury yields were broadly flat and spread assets outperformed following lower-than-expected inflation data. The yield curve ended the week even more deeply inverted.
Fixed Income Insights
Weekly Fixed Income Commentary: Hawkish Fedspeak boosts Treasury yields
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U.S. Treasury yields rose, led by shorter maturities. Hawkish commentary from U.S. Federal Reserve officials and strong economic data are causing expectations for future interest rates to move higher.