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Market Outlooks
Weekly Investment Commentary: Infrastructure investments could help bridge a recession gap
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It may be time to reduce cyclicality. We anticipate weaker economic growth will translate into a rougher period for corporate earnings, which could put further pressure on equity markets.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields drop on dovish Fed rhetoric
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U.S. Treasury yields fell sharply after U.S. Federal Reserve Chair Powell stated that he did not want to “overtighten,” supporting fixed income returns. Separately, economic data was mixed.
Market Outlooks
Weekly Investment Commentary: Oasis or mirage? Equities ponder the economic horizon
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Our base case calls for a continued deceleration of inflation through the first half of next year, although it should remain elevated and well above the Fed’s 2% target.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise amid positive economic data
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U.S. Treasury yields rose and the curve flattened in response to positive U.S. economic data and hawkish comments about monetary policy from U.S. Federal Reserve officials.
Market Outlooks
Weekly Investment Commentary: When will bonds act like bonds again?
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Investment grade fixed income (both U.S. aggregate bonds and municipals) have historically shown they usually deliver positive total returns in periods of negative equity market returns.