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Market Outlooks
PMC Weekly Market Brief - February 13, 2023
PMC Weekly Market Brief - February 13, 2023
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as the Fed hikes again
This piece is approved to use with clients.
U.S. Treasury yields rose and spread assets outperformed, amid a dovish U.S. Federal Reserve meeting and positive economic data.
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
This piece is approved to use with clients.
Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Weekly Investment Commentary: Add structure to your portfolio
This piece is approved to use with clients.
In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Market Outlooks
PMC Weekly Market Brief - February 6, 2023
PMC Weekly Market Brief - February 6, 2023
Fixed Income Insights
Weekly Fixed Income Commentary: Mixed economic data boost Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose as economic data mostly beat expectations.