Insights

3 minute read

A confluence of favorable factors might boost smaller companies' returns.

3 minute read

Political pressures persist and markets assume the resumption of rate cuts

6 minute read

Not all points of the yield curve respond equally to Federal Reserve rate cuts.

3 minute read

Tariffs are taking some, but not all, of the pep from the economy's step.

4 minute read

The tariffs are unlikely to lead to persistent inflation.

3 minute read

Continued tight yield spreads are challenging high-yield investors.

8 minute read

Weak July jobs report increases odds of a Fed rate cut.

3 minute read

The Fed’s inflation concerns still outweigh indications of softening growth

6 minute read

With noise levels still high, certainty on policy remains elusive.

6 minute read

Short-term risk-on distractions should give way to long-term economic reality.

4 minute read

The Fed shouldn't want a softening housing market.

3 minute read

US hard data will likely weaken in coming months prompting a resumption of Fed easing.

5 minute read

Bond investors had plenty to consider during May as momentum shifted

3 minute read

Treasury yields have cheapened amid the tumult, creating a tactical opportunity.

4 minute read

Many crosscurrents are affecting US rates

3 minute read

A number of factors are likely prompting the move

6 minute read

Bonds display quiet strength as markets back away from risk.

3 minute read

Lowering the 10-year Treasury yield is more difficult than some think.   

2 minute read

The Fed kept rates steady, and Chair Powell kept his distance from Trump.  

2 minute read

The factors that supported MBS last year are still in place.

5 minute read

A variable order of events will influence bond markets

3 minute read

Rate cuts and deregulation could help lead the segment higher.

3 minute read

One reason is rate cuts.

3 minute read

Homebuilding stocks are rising, and the housing market may be springing back too.

3 minute read

Fed easing means fixed-income investments should benefit from both factors of total return: price and income.

2 minute watch

The outlook for money market funds remains buoyant.

3 minute read

The data did not support the large cut, but the Fed did not want to seem behind the curve.

2 minute read

The Fed’s half-point rate cut shows it still thinks the economy can avoid a recession.

3 minute read

Three things to watch in 2024.

3 minute read

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.