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Fixed Income Insights
June 2021 BMO Fixed Income Market Update
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U.S. GDP estimates released in May showed the economy grew 6.4% in the first quarter, unchanged from the prior estimate and modestly below expectations.
Market Outlooks
Transitory or sustained inflation?
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That is the question that continues to dominate markets. Central banks have been dogged in arguing the former. Richard Clarida of the Federal Reserve, for example, pointed to transitory factors such as base effects and supply chain bottlenecks that are behind the recent uptick in inflation.
Policy and Regulatory Commentary
Funding the World’s Largest Government
In a town known for keeping important business until the last minute, the fiscal year (FY) 2022 budget process has been especially slow. Normally, the White House releases the president’s budget outline in early February of each year.
Fixed Income Insights
Weekly Fixed Income Commentary: Jobs report disappoints, Treasury yields decline
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U.S. Treasury yields fell after the May jobs report fell short of high expectations.
Market Outlooks
Weekly Investment Commentary: Equities shrug off disappointing jobs report
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Global equity markets were broadly positive last week.
Market Outlooks
AAM Viewpoints – Inflation is a boon for value equities
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Generally, when inflations expectations are rising, we see value stocks favored more than growth stocks.
Market Outlooks
Global Weekly Commentary: ECB - keeping up the pace
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We expect the ECB to maintain its current pace of asset purchases even as the economic restart gains traction.
Market Outlooks
Global Markets Weekly Update: June 04, 2021
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Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.