Market Views - Fixed Income

Our experienced investment professionals have managed fixed income portfolios for more than 40 years. Choose an article to read our views on the economy and today’s bond markets.

FedWatch: Are Fed hawks and doves on a collision course? 
Jul. 30, 2014 :: R.J. Gallo
Yellen's focus on labor market may be making inflation hawks uneasy
FedWatch: Is 'optimal control' about to be tested? 
Jul. 23, 2014 :: R.J. Gallo
Fed Chair Yellen appears to be set on improving labor market even at cost of inflation overshoot
Fixed Income Outlook: Becoming a 50-50 proposition 
Jul. 3, 2014 :: Robert J. Ostrowski
As the credit run matures, returns increasingly are going to come from rate positioning
FedWatch: The takeaway—a little more sooner, a little less later 
Jun. 18, 2014 :: Donald T. Ellenberger
Policymakers suggest rate hikes may arrive in early 2015 but that the magnitude won't be as high as markets thought when they're finished
FedWatch: Keep your eyes on the prize (i.e., long-run funds rate) 
Jun. 13, 2014 :: Donald T. Ellenberger
The big news at next week's meeting may be a potential lowering of the equilibrium target rate
Q&A: Positioning for rising rates (at some point!) 
May 21, 2014 :: William E. Ehling
It's been a weird year for bonds and Treasuries, but the fundamentals still suggest rates will rise
Bond market update: What's up with Treasuries? 
May 7, 2014 :: Robert J. Ostrowski
Until inflation rears its head, it's difficult seeing Treasuries making a big move
FedWatch: FOMC statement meets expectations 
Apr. 30, 2014 :: R.J. Gallo
Little change to FOMC statement shows the Fed thinks its new forward guidance is working well
FedWatch: Market will scrutinize FOMC's language 
Apr. 24, 2014 :: R.J. Gallo
Numbers are most important, but the market also will parse the FOMC statement's tone and language
Fixed Income Outlook: Finally, a flattener 
Apr. 3, 2014 :: Robert J. Ostrowski
Rates in the belly of the curve likely to move the most as Fed eases up on financial repression
FedWatch: Dots entertainment 
Mar. 19, 2014 :: Donald T. Ellenberger
Stocks sell off and intermediate rates rise on expectations for a funds rate-hike next spring
FedWatch: From quantitative to qualitative 
Mar. 13, 2014 :: Donald T. Ellenberger
Policymakers likely to keep tapering on course but drop specific unemployment-rate threshold
Market Memo: Why housing is getting better (but the mortgage securities side isn't) 
Mar. 5, 2014 :: Todd A. Abraham
Fed's dominance weighs down opportunities
FedWatch: Tapering continues on pace 
Jan. 29, 2014 :: R.J. Gallo
FOMC says economy stronger, does not mention emerging-market woes
In short: Expect the Fed to stay on plan 
Jan. 24, 2014 :: R.J. Gallo
Policymakers likely to look past weak December jobs and emerging markets to stick with tapering
Fixed Income Outlook: There's still value in spread product (just a little less) 
Jan. 15, 2014 :: Robert J. Ostrowski
The likelihood of higher rates takes a little bloom off the rose of corporate and high-yield bonds
2014 High-Yield Bond Outlook 
Dec. 30, 2013 :: Mark E. Durbiano
Will 2014 be another good year for high yield?
FedWatch: Tapering, Ben's departing gift 
Dec. 18, 2013 :: Donald T. Ellenberger
Policymakers make a modest cut in QE but also commit to keeping short rates low for longer
FedWatch: Will it or won't it? 
Dec. 12, 2013 :: Donald T. Ellenberger
The Fed may taper or may put it off again, but the market is generally OK with either decision
In short: The market finally 'gets it' 
Nov. 21, 2013 :: Donald T. Ellenberger
Fed's lesson on the difference between tapering and tightening is reflected, finally, in yield curve
Q&A: Europe's getting s-l-o-w-l-y better 
Nov. 20, 2013 :: Ihab L. Salib
Green shoots are sprouting beyond stalwart Germany
FedWatch: All-in Fed stands pat 
Oct. 30, 2013 :: R.J. Gallo
Current thinking is tapering may not come until March of next year at the earliest
FedWatch: Whistling past Capitol Hill 
Oct. 24, 2013 :: R.J. Gallo
Don't expect policymakers to do anything when they meet next week
High Yield Update: All systems still go 
Oct. 23, 2013 :: Mark E. Durbiano
The current environment remains a good one for this fixed-income asset class
Fixed Income Outlook: Lower for a little longer 
Oct. 4, 2013 :: Robert J. Ostrowski
The Fed's surprise non-decision may delay slightly, but not stop, the bias toward higher rates
Market Memo: Going to school on the bond sell-off 
Sept. 27, 2013 :: William E. Ehling
It's not been a great year for high-quality bonds but lower duration, lower quality products are doing OK
Fed Watch: Wow! 
Sept. 18, 2013 :: Donald T. Ellenberger
Policymakers unexpectedly put off taper, sparking a strong risk-on rally
FedWatch: The only uncertainty is how much tapering 
Sept. 12, 2013 :: Donald T. Ellenberger
Fed policymakers are set to start reining in quantitative easing

 
 
 
 
 
 
 
 
 
 
 
84212
Copyright © 2014 Federated Investors, Inc.

Connect with us: Twitter Facebook Linked In YouTube iTunes