In This Issue Bond Market Perspectives | Week of October 24, 2016 Rising inflation expectations coupled with slow economic growth (stagflation) may potentially benefit TIPS. Weekly Market Commentary | Week of October 24, 2016 In our election playbook, we discuss some...
In This Issue Bond Market Perspectives | Week of October 17, 2016 High-yieldís impressive year-to-date performance has left the market on the expensive side of fair value and susceptible to pullbacks related to equity market or oil weakness. Weekly Market Commentary |...
In This Issue Bond Market Perspectives | Week of October 10, 2016 Money market reform goes into effect this Friday, October 14, 2016, and its impact has already been felt by markets. Weekly Market Commentary | Week of October 10, 2016 We believe the earnings recession...
In This Issue Bond Market Perspectives | Week of October 3, 2016 The Federal Reserve is pointing to a December rate hike in 2016, similar to last year, but yields are lower and prices are higher than this time last year. Weekly Market Commentary | Week of October 04,...
In This Issue Bond Market Perspectives | Week of September 26, 2016 Mortgage-backed securities (MBS) may offer additional value versus Treasuries in a range-bound or rising rate environment. Weekly Market Commentary | Week of September 26, 2016 The Five Forecasters...
