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Fixed Income Insights
Weekly Fixed Income Commentary: Risk-off sentiment pushes U.S. Treasury yields slightly lower
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U.S. Treasury yields ended last week a few basis points lower across maturities. Investors were concerned with the slow rate of coronavirus vaccinations, as well as potentially delayed fiscal stimulus. The Federal Reserve (Fed) acknowledged that the pace of economic recovery has slowed, indicating that asset purchases and the policy rate will remain unchanged.
Market Outlooks
Weekly Investment Commentary: The rise of the individual investor
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Thanks to a bout of volatility, U.S. equities experienced their worst week of trading in three months and ended January on a negative note. Broad indexes sought to sustain fresh highs to start the week, but soon realized losses largely due to the unexpected force of individual investors.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields remain stable in a quiet week
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U.S. Treasury yields were little changed last week, as the Federal Reserve (Fed) was in a pre-meeting communications blackout period and there were few notable economic releases. No significant policy changes are expected at this week’s Fed meeting, but asset purchases are expected to continue for some time.
Market Outlooks
Weekly Investment Commentary: Equity markets experience a sense of déjà vu
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U.S. equities hit new highs last week before pulling back on Friday. Broad indexes were positive for the holiday-shortened week with leadership shifting from coronavirus-impacted cyclical and value stocks that have led recently, back to growth and defensive stocks that dominated most of 2020.
Market Outlooks
Bond markets finished the year with a strong tone
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As the economy gained steam in the second half of 2020, credit spreads narrowed to end the year only slightly higher than January levels. Investors who held their positions throughout this tumultuous time were rewarded for their patience, illustrating the importance of a long-term time horizon.
Fixed Income Insights
Municipal market approaches full recovery
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Nuveen's Head of Municipals, John Miller, comments on the municipal market for the past quarter.