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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.
Fixed Income Insights
Weekly Fixed Income Commentary: Favorable inflation data send Treasury rates lower
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U.S. Treasury yields fell sharply after October inflation numbers came in lower than expected for only the third time since the start of 2021.
Market Outlooks
Weekly Investment Commentary: Good inflation news comes with caveats
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One data point does not make a trend, and the U.S. Federal Reserve is unlikely to reverse course based on October’s CPI print.