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Policy and Regulatory Commentary
Looking at the Midterm Polls as D.C. Rolls into August
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With less than 100 days remaining until Election Day, most will spend this month intensely focused on courting voters at county fairs, hometown Labor Day parades, and other events.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall as markets await a Fed pause
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U.S. Treasury yields fell again last week and spread sectors outperformed.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall as another Fed hike looms
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U.S. Treasury yields fell last week and spread sectors outperformed.
Fixed Income Insights
Weekly Fixed Income Commentary: Inflation data rule, with Treasury yields mixed
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U.S. Treasury yields were mixed last week, with the curve flattening, helping spread sectors to enjoy broad gains.
Fixed Income Insights
Municipal Bonds: 2023 U.S. States Outlook
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Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Fixed Income Insights
Weekly Fixed Income Commentary: Promising economic data boost Treasury yields
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U.S. Treasury yields rose last week on positive economic data. Longer duration investments lagged and spread sectors broadly outperformed Treasuries.
Policy and Regulatory Commentary
How a Supreme Court Climate Decision Could Materially Impact Financial Services
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Last week, the Supreme Court of the United States (SCOTUS) issued a bombshell ruling on the Environmental Protection Agency’s (EPA) Clean Power Plan (CPP).