Insights

Explore Insights

Interest Rates
September 7 2021
Markets/Economy . Interest Rates .
Video Seeking return when spreads are tight
September 9 2021

Several factors put upward pressure on yields.

September 3 2021
Markets/Economy . Interest Rates .
Podcast Bread crumbs


September 3 2021

Our equity team examines the Fed’s clues to forecast when tapering will begin.

July 14 2021
Interest Rates . Markets/Economy .
Video Explaining interest rates’ mysterious reaction to Fed policy  
July 14 2021

Short-term rates more tied to monetary policy than long-term rates

June 16 2021
Interest Rates . Monetary Policy .
Article No small matter
June 16 2021

The Fed's slight adjustments to overnight rates should have a big impact.

July 9 2021
Inflation . Interest Rates .
Article What's (not) up with long-term yields?
June 8 2021

They continue to confound as growth surges and prices accelerate.

May 28 2021
Monetary Policy . Interest Rates .
Video MMT’s impact on the dollar
May 28 2021

One day, we must pay the piper.

June 4 2021
Fixed Income . Markets/Economy .
Article High-yield fundamentals remain solid
May 18 2021

Asset class continues to offer investors favorable relative returns.

May 12 2021
Markets/Economy . Equity .
Article 'Transitory' being put to the test
May 12 2021

April’s unexpectedly large jump in CPI adds to worries higher inflation may stick around.

June 21 2021
Liquidity . Monetary Policy .
Article Not so smooth
May 3 2021

It's time for the Fed to raise overnight rates.

June 21 2021
Monetary Policy . Liquidity .
Article Stubborn Fed
April 28 2021

The FOMC didn't budge on policy or alleviate pressure in the overnight market.

April 23 2021
Fixed Income . Interest Rates .
Article There's more than one way to generate alpha
April 7 2021

Rate strategies lead the way for bonds in challenging first quarter.

June 21 2021
Liquidity . Monetary Policy .
Article Questions, questions
April 1 2021

Liquidity investors have lots to consider, but nothing as pressing as it might seem.

March 23 2021
Fixed Income . Interest Rates .
Article Strong tailwinds for high yield but ride may be bumpy
March 23 2021

A strengthening economy should smooth rising-rate headwinds.

March 29 2021
Fixed Income . Interest Rates .
Article Bond land far from homogeneous
March 22 2021

Rising yields mean different things for different sectors of the market.

March 22 2021
Markets/Economy . Equity .
Article Moral hazards ahead?
March 22 2021

The $1.9 trillion stimulus bill is too large and not targeted well.

April 7 2021
Equity . Markets/Economy .
Article Where the puck is heading
March 19 2021

2022 outlook extremely positive despite temporary indigestion from rising yields.

April 7 2021
Interest Rates . Fixed Income .
Article The Fed is watching MORE than rates
March 18 2021

And broader markets are not sounding alarms.

May 11 2021
Liquidity . Monetary Policy .
Article Just looking
March 17 2021

The FOMC observed the economy is improving, but left it at that.  

March 5 2021
Equity . Interest Rates .
Article Fiscal policy tantrum
March 5 2021

A steady Fed leaves worries about inflation and yields to the market.

March 16 2021
Interest Rates . Monetary Policy .
Article Rates rising for 'good reasons' but don't fight the Fed
February 25 2021

Powell reaffirms commitment to easy money policies to support still-young recovery.

February 25 2021
Fixed Income . Markets/Economy .
Article Be vigilant and watch for vigilantes
February 17 2021

Inflation shouldn't be disruptive this year, but watch for surprises to the upside.

November 4 2020
Fixed Income . Politics .
Article Be ready for anything
October 8 2020

A disputed election headlines potential risks heading into year-end.

October 13 2020
Liquidity . Interest Rates .
Article Viewing the forest
October 1 2020

The money market industry is too focused on the trees.

January 21 2020
Interest Rates . Fixed Income .
Article Uncovering the yield opportunity in ultrashorts
December 4 2019

Shorter-duration bonds can still be an attractive option in a low-rate environment.

DISCLOSURES

2848197615