Insights

Explore Insights

Interest Rates
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 22 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.

March 17 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.

September 21 2020
Monetary Policy . Interest Rates .
Article Looking forward
September 16 2020

The Fed sharpens its new policy framework with strong forward guidance. 

September 21 2020
Fixed Income . Interest Rates .
Article 6 reasons yields may stay range-bound
September 11 2020

It starts with the Fed.

September 10 2020
Interest Rates . Monetary Policy .
Podcast Rates are going to be low for a long time

September 10 2020

Low and stable interest rates tend to be fertile periods for risk assets.

September 23 2020
Monetary Policy . Interest Rates .
Podcast Is there a limit to government spending?

September 3 2020

A growing federal deficit could be concerning if inflation starts to heat up.

August 28 2020
Interest Rates . Monetary Policy .
Article Lower for longer?
August 28 2020

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

September 8 2020
Fixed Income . Markets/Economy .
Article Still 'hmm' on high yield
August 6 2020

Liquidity is abundant but fundamentals remain iffy.

August 24 2020
Monetary Policy . Markets/Economy .
Article Boring can be good
July 29 2020

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

May 18 2020
Monetary Policy . Interest Rates .
Article Negative rates not on the table
May 19 2020

The Fed has made it very clear it isn't interested.

August 24 2020
Coronavirus . Fixed Income .
Article How is the pandemic affecting ABS investing?
May 18 2020

Volatility comes and goes, but in the end, it’s about doing your homework.

May 15 2020
Coronavirus . Fixed Income .
Article Summer can't come soon enough
May 6 2020

Data over the next few weeks and months will be ugly, but better times lie ahead.

April 29 2020
Monetary Policy . Liquidity .
Article Fed still putting out fires
April 29 2020

The FOMC statement reiterated it will not hold anything back to aid the economy.

April 9 2021
Coronavirus . Fixed Income .
Article Bet on American ingenuity and entrepreneurial spirit
April 13 2020

As bad as it may seem, history suggests better days and opportunities lie ahead.

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