2 minute read
Weekly Bond Commentary
1 minute read
Inflation and private credit concerns offset accelerating US growth.
10 minute read
US bond markets are relatively stable in the face of potential disruption.
5 minute read
Yield curve dynamics may be in flux once Warsh is in office.
3 minute read
With attractive yields and solid credit, demand for corporate bonds continues to be strong.
6 minute read
If the future keeps bond investors awake at night, the present is complicated too.
Data-dependent bond markets shrugged off uncertainty to end a strong year.
7 minute read
Equity and fixed-income investors are responding differently to tariff and fiscal policy uncertainty.
For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back.
Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March.