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Fixed Income
May 6 2022
Markets/Economy .
Article Driven by data
May 9 2022

Weekly Bond Commentary

May 2 2022
Markets/Economy .
Article Contraction
May 2 2022

Weekly Bond Commentary

April 28 2022
Monetary Policy .
Article Investors should stay defensive if the Fed follows its rhetoric
April 28 2022

More rate hikes would favor cash, floating-rate securities and value stocks.

May 13 2022
Interest Rates .
Article Federal Open Mouth Committee
April 26 2022

The Fed's abundant messaging has the market doing its work for it.

April 22 2022
Markets/Economy .
Article High expectations
April 25 2022

Weekly Bond Commentary

April 19 2022
Markets/Economy .
Article Consumers frustrated but resilient
April 18 2022

Weekly Bond Commentary

May 10 2022
Fixed Income .
Article Mosaic of uncertainties merits caution
April 11 2022

Bonds wrestle with pricing Fed, war and inflation outcomes.  

April 11 2022
Markets/Economy .
Article Labor market too hot for the Fed
April 11 2022

Weekly Bond Commentary

April 4 2022
Markets/Economy .
Article View the big picture
April 4 2022

Weekly Bond Commentary

March 28 2022
Markets/Economy .
Article Inflation cutting into consumer behavior
March 28 2022

Weekly Bond Commentary

March 18 2022
Markets/Economy .
Article No easy task
March 21 2022

Weekly Bond Commentary

March 18 2022
Monetary Policy .
Article Fed takeaway: yields are heading higher
March 17 2022

Policymakers don't want to undo 40 years of restrained inflation expectations.

March 14 2022
Markets/Economy .
Article Fed decision may reduce uncertainty
March 14 2022

Weekly Bond Commentary

March 7 2022
Markets/Economy .
Article War has markets looking past strong jobs report
March 7 2022

Weekly Bond Commentary

February 28 2022
Markets/Economy .
Article Bond market volatile in wake of Russian invasion
February 28 2022

Weekly Bond Commentary

March 2 2022
Ukraine Crisis .
Article Bias remains up (slightly) on longer rates
February 24 2022

Invasion fallout does some of the Fed's work for it.

February 18 2022
Markets/Economy .
Article Investors should lower their seat's restraining bar
February 22 2022

Weekly Bond Commentary

February 14 2022
Markets/Economy .
Article So this is what a boom looks like
February 14 2022

Weekly Bond Commentary

February 24 2022
Fixed Income .
Article What's a fixed-income investor to do?
February 8 2022

As rates rise, look for opportunities on the shorter end.

February 7 2022
Markets/Economy .
Article Labor market getting hot
February 7 2022

Weekly Bond Commentary

February 7 2022
Markets/Economy .
Article Markets, consumers on edge
January 31 2022

Weekly Bond Commentary

February 2 2022
Fixed Income .
Podcast Munis and infrastructure
January 28 2022

Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.

 

January 24 2022
Markets/Economy .
Article Short on days, long on activity
January 24 2022

Weekly Bond Commentary

February 8 2022
2022 Outlook .
Podcast Themes to watch, forecasts and potential surprises January 21 2022

Our outlook across asset classes.

February 1 2022
2022 Outlook .
Article High yield has more to give
January 20 2022

Ratings upgrades and rebounding economy create favorable backdrop.

February 1 2022
Fixed Income .
Article 10 reasons inflation may stay elevated
January 18 2022

And if it does, the world becomes a more dangerous place for investors. 

January 18 2022
Markets/Economy .
Article Data reflect herky-jerky recovery
January 17 2022

Weekly Bond Commentary

January 25 2022
2022 Outlook .
White Paper 2022 Outlook: No time to hunker down January 13 2022

New year presents new opportunities across sectors.

January 25 2022
2022 Outlook .
Article The hits keep coming
January 11 2022

Stubborn inflation and hawkish Fed pivot add to bond market challenges.

January 10 2022
Markets/Economy .
Article Already a busy new year
January 10 2022

Weekly Bond Commentary

January 24 2022
2022 Outlook .
Article As the economy goes, so goes high yield
January 4 2022

Three things to watch in 2022.

December 30 2021
Markets/Economy .
Article Data will drive Fed action in 2022
January 3 2022

Weekly Bond Commentary

January 11 2022
2022 Outlook .
Article Navigating crosscurrents of Fed policy, growth and spreads
January 3 2022

Three things to watch in 2022.

December 17 2021
Markets/Economy .
Article How hawkish is too hawkish?
December 20 2021

Weekly Bond Commentary

January 3 2022
2022 Outlook .
Article Walking the tightrope
December 15 2021

Three things to watch in 2022.

December 10 2021
Markets/Economy .
Article Progress and pressure
December 13 2021

Weekly Bond Commentary

December 7 2021
Markets/Economy .
Article Poor jobs report tests Fed plans
December 6 2021

Weekly Bond Commentary

November 29 2021
Markets/Economy .
Article Is it 2021 or 1968?
November 29 2021

Weekly Bond Commentary

November 22 2021
Markets/Economy .
Article Shoppers buck inflation concerns
November 22 2021

Weekly Cash Commentary

November 16 2021
Fixed Income .
Article Resilient consumers put holiday bow on credit card ABS
November 16 2021

Robust spending and low delinquencies bode well for yields.

November 18 2021
Markets/Economy .
Article A pricy, and dicey, environment
November 15 2021

Weekly Bond Commentary

November 9 2021
Markets/Economy .
Article Road work ahead
November 10 2021

The infrastructure bill benefits municipalities and muni investors alike.

November 5 2021
Markets/Economy .
Article A revision and a rebound
November 8 2021

Weekly Bond Commentary

November 3 2021
Monetary Policy .
Article Taper is on; rate hikes TBD
November 3 2021

The Fed announced it will cut the pace of its asset purchases, but not on a preordained path.

November 3 2021
Markets/Economy .
Article Navigating fixed-income's roiling waters
November 3 2021

The case for an active approach to the short end of the bond market.

November 1 2021
Markets/Economy .
Article Disappointing GDP likely not a trend
November 1 2021

Weekly Bond Commentary

November 16 2021
Fixed Income .
Article Student loan ABS, beyond the headlines
October 27 2021

Finding value in a frequently misunderstood sector.

October 25 2021
Markets/Economy .
Article Being modest
October 25 2021

Weekly Bond Commentary

October 18 2021
Markets/Economy .
Article The inflation debate
October 18 2021

Weekly Bond Commentary

November 10 2021
Fixed Income .
Article Maybe markets should forget about 'transitory'
October 14 2021

Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.

November 5 2021
Fixed Income .
Article Chips are down but auto ABS opportunity is up
October 12 2021

Semiconductor shortage is an all-around positive for these asset-backed securities.

October 11 2021
Markets/Economy .
Article Seeing the whole picture of the labor market
October 11 2021

Weekly Bond Commentary

October 21 2021
Fixed Income .
Article Grinding it out
October 8 2021

Bond market plods ahead amid looming uncertainties.

October 4 2021
Markets/Economy .
Article Inflection point in growth?
October 4 2021

Weekly Bond Commentary

September 20 2021
Markets/Economy .
Article Mixed signals
September 20 2021

Weekly Bond Commentary

September 10 2021
Markets/Economy .
Article Labor Day yields to better employment news
September 13 2021

Weekly Bond Commentary

September 3 2021
Markets/Economy .
Article Where are they?
September 7 2021

Weekly Bond Commentary

October 1 2021
Fixed Income .
Article A high-yield pause that refreshed
September 2 2021

Brief summer lull didn't derail solid fundamentals.

August 30 2021
Markets/Economy .
Article Will they or won't they? Maybe.
August 30 2021

Weekly Bond Commentary

August 23 2021
Markets/Economy .
Article Softening economy or bump in the road?
August 23 2021

Weekly Bond Commentary

August 16 2021
Markets/Economy .
Article Fits and starts
August 16 2021

Weekly Bond Commentary

August 6 2021
Markets/Economy .
Article Fed may look past jobs report
August 9 2021

Weekly Bond Commentary

August 2 2021
Markets/Economy .
Article Consumers confident but also wary
August 2 2021

Weekly Bond Commentary

July 29 2021
Monetary Policy .
Article Talking taper, but not much else
July 28 2021

While curtailing bond purchases were discussed, the FOMC today offered little additional insight.

July 26 2021
Markets/Economy .
Article Rising: gasoline prices and Covid cases
July 26 2021

Weekly Bond Commentary

July 19 2021
Fixed Income .
Article Muni story remains a good one
July 19 2021

Improving credit dynamics and rising demand make for solid 1-2 punch.

July 16 2021
Markets/Economy .
Article Consumers waver
July 19 2021

Weekly Bond Commentary

August 4 2021
Inflation .
Article It better be transitory
July 13 2021

Bond market is priced, somewhat, for the Fed to get inflation right.

July 8 2021
Markets/Economy .
Article The markets are seeking answers
July 12 2021

Weekly Bond Commentary

July 2 2021
Markets/Economy .
Article Reaping rewards of vaccinations
July 6 2021

Weekly Bond Commentary

June 28 2021
Markets/Economy .
Article Economy keeps on truckin'
June 28 2021

Weekly Bond Commentary

June 21 2021
Markets/Economy .
Article Policymakers are on the case
June 21 2021

Weekly Bond Commentary

June 17 2021
Markets/Economy .
Article Rising prices not deterring consumers
June 14 2021

Weekly Bond Commentary

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

They continue to confound as growth surges and prices accelerate.

June 4 2021
Markets/Economy .
Article Need more clarity
June 7 2021

Weekly Bond Commentary

June 2 2021
Markets/Economy .
Article Spikes versus trends
June 1 2021

Weekly Bond Commentary

May 21 2021
Markets/Economy .
Article Is inflation rearing its ugly head, or not?
May 24 2021

Weekly Bond Commentary

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

Asset class continues to offer investors favorable relative returns.

May 17 2021
Markets/Economy .
Article No one said this was going to be easy
May 17 2021

Weekly Bond Commentary