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Market Outlooks
AOR Update: The Fed is Done What's Next?
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Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Policy and Regulatory Commentary
A Big 2024 To-Do List, But History Shows Congress Won’t Do Much
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The first session of the 118th Congress is in the books.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed drives Treasury yields lower
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U.S. Treasury yields declined after the U.S. Federal Reserve kept rates steady at their 22-year high.
Market Outlooks
Powell pivots policy: moving closer to rate cuts
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Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Market Week in Review: Key takeaways from COP28 and recent central bank meetings
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Policy and Regulatory Commentary
Finance, Crypto Industries Lose A Key Ally In Congress
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What Is On Chair McHenry’s Must-Do List?
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting inflation data and the Fed
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U.S. Treasury yields rose after the prior week’s rally, amid strong labor market data. This week we expect another modest rise in core U.S. inflation and no change to U.S. Federal Reserve policy.
Market Outlooks
Weekly Investment Commentary: Time for stocking up on defensive positions
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Three kings who traverse afar, three ships that come sailing in and three spirits on a mission to redeem the miserly Scrooge — ’tis the season of threes.
Market Outlooks
Market Week in Review: 2024 Global Market Outlook: Next stop, the Twilight Zone?
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Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Policy and Regulatory Commentary
What Does The Money Tell Us About the 2024 Elections?
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What fundraising and voter enthusiasm may foretell about next year’s presidential election.
Fixed Income Insights
Weekly Fixed Income Commentary: A dovish Fed pressures Treasury yields lower
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U.S. Treasury yields declined sharply and the yield curve steepened. Comments from U.S. Federal Reserve officials were more dovish than expected, and global growth and inflation data were mostly weaker.
Market Outlooks
Weekly Investment Commentary: Privately protect against economic erosion
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One investment area to consider is private credit, where deal flow has picked up materially over the last couple of months.