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Market Outlooks
Rate Angst
Rising rates badly burned the bond market – and wartime, COVID and inflationary pressures mean plenty of salt to add to the wound.
Market Outlooks
Global Stocks Fall as Yields Rise, Inflation Expected to Increase Again
War in Ukraine weighs heavily on stocks while inflation may increase and complicate the Fed’s strategy.
Market Outlooks
MarketScape: Navigating Rising Rates, War and Inflation
A flailing bond market amid ongoing geopolitical chaos has tightened investor focus on the potential impact to growth. Chief Investment Strategist Jim McDonald examines the current turbulent environment how we’re positioned in its wake.
Fixed Income Insights
Weekly Fixed Income Commentary: U.S. inflation miss leaves Treasury yields mixed
This piece is approved to use with clients.
Long-end U.S. Treasury yields rose again, though front-end yields fell on softer-than-expected inflation numbers.
Market Outlooks
Weekly Investment Commentary: Don’t shrink from the Fed’s balance sheet runoff
This piece is approved to use with clients.
What a difference five years makes. Today’s backdrop for balance sheet reduction bears little resemblance to the last time the Fed initiated QT in September 2017.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on hawkish Fed rhetoric
This piece is approved to use with clients.
Long-end U.S. Treasury yields rose again amid hawkish comments from Federal Reserve (Fed) officials signaling balance sheet runoff to start next month.