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Market Outlooks
U.S. Jobs Report Spurs Yields, Central Banks Expected to Maintain Steady Rates
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Companies added more jobs than expected in November, though job openings are declining. Central banks in the U.S., U.K. and Europe meet this week.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed drives Treasury yields lower
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U.S. Treasury yields declined after the U.S. Federal Reserve kept rates steady at their 22-year high.
Market Outlooks
Powell pivots policy: moving closer to rate cuts
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting inflation data and the Fed
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U.S. Treasury yields rose after the prior week’s rally, amid strong labor market data. This week we expect another modest rise in core U.S. inflation and no change to U.S. Federal Reserve policy.
Market Outlooks
Weekly Investment Commentary: Time for stocking up on defensive positions
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Three kings who traverse afar, three ships that come sailing in and three spirits on a mission to redeem the miserly Scrooge — ’tis the season of threes.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed pressures Treasury yields lower
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U.S. Treasury yields declined sharply and the yield curve steepened. Comments from U.S. Federal Reserve officials were more dovish than expected, and global growth and inflation data were mostly weaker.
Market Outlooks
Weekly Investment Commentary: Privately protect against economic erosion
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One investment area to consider is private credit, where deal flow has picked up materially over the last couple of months.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall on softer U.S. inflation data
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U.S. Treasury yields fell across the curve after softer-than-expected inflation data. Core prices rose at their slowest rate in more than two years.
Market Outlooks
Weekly Investment Commentary: A bumper crop of portfolio potential
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Over the river and through the woods to consistency we go. Historically an effective hedge against inflation, real assets appear well-suited to the current macro backdrop.
Market Outlooks
PMC Weekly Market Brief - November 20, 2023
PMC Weekly Market Brief - November 20, 2023
Fixed Income Insights
Weekly Fixed Income Commentary: Hawkish Fed rhetoric boosts Treasury yields
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U.S. Treasury yields rose slightly last week. U.S. Federal Reserve Chair Powell signaled no urgency to continue hiking rates, while pushing back against market pricing for aggressive rate cuts next year. Nevertheless, spread sectors generally performed well.
Market Outlooks
Weekly Investment Commentary: Stronger earnings point to emerging opportunities
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The EM landscape isn’t monolithic, but we’re finding opportunities among economies where growth is outperforming expectations, while exercising caution toward those with sluggish macro conditions or thorny idiosyncratic risks.