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Market Outlooks
Weekly Investment Commentary: Bond alchemy: turning duration into a positive
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Unexpecting the expected. Investors aren’t used to seeing dramatic losses in their bond portfolios, particularly when equity markets are also declining sharply.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting another Fed rate hike
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U.S. Treasury yields rose as the market continues to front-load U.S. Federal Reserve rate hike expectations, pressuring fixed income returns.
Market Outlooks
Weekly Investment Commentary: Earnings seasoned with a grain of salt
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Inflation trends should benefit some areas more than others. So far, higher inflation has had a mixed impact on corporate earnings.
Fixed Income Insights
Weekly Fixed Income Commentary: U.S. inflation miss leaves Treasury yields mixed
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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
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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
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Long-end U.S. Treasury yields rose again amid hawkish comments from Federal Reserve (Fed) officials signaling balance sheet runoff to start next month.