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Market Outlooks
PMC Weekly Market Brief - September 5, 2023
PMC Weekly Market Brief - September 5, 2023
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as the Fed leans hawkish
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U.S. Treasury yields rose again as U.S. economic growth remains strong and U.S. Federal Reserve Chair Powell delivered hawkish comments at the Jackson Hole conference.
Market Outlooks
Weekly Investment Commentary: Post-Jackson, it’s time to start filling duration holes
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With the anticipated end of the U.S. rate hiking cycle as a backdrop, we analyzed the returns of the broad bond market versus short-term Treasuries during historical periods when the Fed paused (Figure 2).
Market Outlooks
MarketScape: How to Reconcile Dueling Outlooks for U.S. Earnings
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Amid dueling forecasts, we anticipate a slight adjustment in the U.S. equity margins. Gain clarity from Deputy CIO and CIO of Global Equities Michael Hunstad, Ph.D. as he discusses current conditions.
Fixed Income Insights
Weekly Fixed Income Commentary: Economic data continue boosting Treasury yields
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10-year U.S. Treasury yields continue to rise as economic data remain very strong. The closely watched U.S. GDP forecast from the Federal Reserve Bank of Atlanta has risen to 5.8% annualized quarter-over-quarter growth.
Market Outlooks
Weekly Investment Commentary: Where to invest if consumer strength fades
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A potential softening in consumer strength over the next few quarters could determine whether or not the U.S. economy falls into recession.