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Fixed Income
December 1 2025
Markets/Economy .
Article

2 minute read

Many questions
December 1 2025

Weekly Bond Commentary

November 24 2025
Markets/Economy .
Article

2 minute read

Fed has data to digest after Thanksgiving
November 24 2025

Weekly Bond Commentary

November 14 2025
Markets/Economy .
Article

2 minute read

Back in business
November 17 2025

Weekly Bond Commentary

November 6 2025
Markets/Economy .
Article

2 minute read

Driving in the fog
November 10 2025

Weekly Bond Commentary

November 3 2025
Markets/Economy .
Article

2 minute read

December not definite
November 3 2025

Weekly Bond Commentary

October 24 2025
Markets/Economy .
Article

2 minute read

Mild CPI likely keeps Fed on track
October 27 2025

Weekly Bond Commentary

October 17 2025
Markets/Economy .
Article

1 minute read

Time to call the exterminator?
October 20 2025

Weekly Bond Commentary

October 9 2025
Markets/Economy .
Article

2 minute read

In the dark
October 13 2025

Weekly Bond Commentary

October 3 2025
Markets/Economy .
Article

2 minute read

Into the unknown
October 6 2025

Weekly Bond Commentary

September 26 2025
Markets/Economy .
Article

2 minute read

The Fed's job doesn't get any easier
September 29 2025

Weekly Bond Commentary

September 18 2025
Markets/Economy .
Article

2 minute read

The Fed takes out some insurance
September 22 2025

Weekly Bond Commentary

September 10 2025
Markets/Economy .
Article

2 minute read

The Fed is about to pick its battle
September 15 2025

Weekly Bond Commentary

September 4 2025
Markets/Economy .
Article

2 minute read

Labor market weakening
September 8 2025

Weekly Bond Commentary

August 28 2025
Markets/Economy .
Article

2 minute read

Noisy headlines, quiet markets
September 2 2025

Weekly Bond Commentary

August 25 2025
Markets/Economy .
Article

2 minute read

Opening the door to a September cut
August 25 2025

Weekly Bond Commentary

August 18 2025
Markets/Economy .
Article

2 minute read

How far is the pig in the python?
August 18 2025

Weekly Bond Commentary

August 11 2025
Markets/Economy .
Article

1 minute read

More signs of softening
August 11 2025

Weekly Bond Commentary

July 31 2025
Markets/Economy .
Article

2 minute read

A summer cooldown?
August 4 2025

Weekly Bond Commentary

July 25 2025
Markets/Economy .
Article

2 minute read

A return of animal spirits?
July 28 2025

Weekly Bond Commentary

July 18 2025
Markets/Economy .
Article

1 minute read

How cool is inflation?
July 21 2025

Weekly Bond Commentary

July 10 2025
Markets/Economy .
Article

1 minute read

Economic data less flashy than tariff talks
July 14 2025

Weekly Bond Commentary

July 3 2025
Markets/Economy .
Article

1 minute read

US labor market not backing down
July 7 2025

Weekly Bond Commentary

June 30 2025
Markets/Economy .
Article

2 minute read

Contours of expectations
June 30 2025

Weekly Bond Commentary

June 23 2025
Markets/Economy .
Article

2 minute read

To be continued
June 23 2025

Weekly Bond Commentary

June 13 2025
Markets/Economy .
Article

2 minute read

A pause in the policy program
June 16 2025

Weekly Bond Commentary

June 5 2025
Markets/Economy .
Article

2 minute read

New data not likely to change Fed's position.
June 9 2025

Weekly Bond Commentary

June 2 2025
Markets/Economy .
Article

2 minute read

Did April showers bring May flowers?
June 2 2025

Weekly Bond Commentary

May 23 2025
Markets/Economy .
Article

2 minute read

Bond vigilantes on alert
May 27 2025

Weekly Bond Commentary

May 23 2025
Markets/Economy .
Article

7 minute read

Stocks and bonds going in different directions
May 23 2025

Equity and fixed-income investors are responding differently to tariff and fiscal policy uncertainty.

May 16 2025
Markets/Economy .
Article

2 minute read

The US data gap widens
May 19 2025

Weekly Bond Commentary

May 9 2025
Markets/Economy .
Article

2 minute read

'The waiting is the hardest part'
May 12 2025

Weekly Bond Commentary

May 7 2025
Monetary Policy .
Article

3 minute read

Sticks and stones
May 8 2025

For now, Trump is 'just' insulting Fed Chair Powell, as the Treasury market has pushed back. 

May 5 2025
Markets/Economy .
Article

2 minute read

Will the Fed listen to negative consumers or positive employers?
May 5 2025

Weekly Bond Commentary

April 25 2025
Markets/Economy .
Article

1 minute read

Soft data is falling hard
April 28 2025

Weekly Bond Commentary

April 16 2025
Markets/Economy .
Article

2 minute read

Fiction and fact
April 21 2025

Weekly Bond Commentary

April 11 2025
Markets/Economy .
Article

2 minute read

Inflation and inflation expectations diverge
April 14 2025

Weekly Bond Commentary

April 7 2025
Markets/Economy .
Article

2 minute read

Tariffs cause flight to safety
April 7 2025

Weekly Bond Commentary

April 4 2025
Markets/Economy .
Article

7 minute read

Labor market remains strong
April 4 2025

Calculated well before the tariff announcement, the US added a robust 228,000 jobs in March. 

March 31 2025
Markets/Economy .
Article

1 minute read

Vote of less confidence
March 31 2025

Weekly Bond Commentary

March 20 2025
Markets/Economy .
Article

2 minute read

Return of 'transitory'
March 24 2025

Weekly Bond Commentary

March 13 2025
Markets/Economy .
Article

2 minute read

CPI falls, but so does consumer confidence
March 17 2025

Weekly Bond Commentary

March 10 2025
Markets/Economy .
Article

2 minute read

Labor market reports ringing caution
March 10 2025

Weekly Bond Commentary

March 3 2025
Markets/Economy .
Article

2 minute read

Is the canary in the coal mine warming up?
March 3 2025

Weekly Bond Commentary

February 20 2025
Markets/Economy .
Article

2 minute read

Inflation expectations rising
February 24 2025

Weekly Bond Commentary

February 6 2025
Markets/Economy .
Article

2 minute read

On solid footing
February 10 2025

Weekly Bond Commentary

January 31 2025
Markets/Economy .
Article

2 minute read

Expectations of inflation also important
February 3 2025

Weekly Bond Commentary

January 24 2025
Markets/Economy .
Article

2 minute read

Lots to digest
January 24 2025

Weekly Bond Commentary

January 16 2025
Markets/Economy .
Article

2 minute read

Look both ways before assessing
January 21 2025

Weekly Bond Commentary

January 13 2025
Markets/Economy .
Article

2 minute read

Fed staff earning their pay
January 13 2025

Weekly Bond Commentary

January 3 2025
Markets/Economy .
Article

2 minute read

New year, new issues
January 6 2025

Weekly Bond Commentary

November 21 2024
Fixed Income .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

July 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

August 12 2022
Markets/Economy .
Article Waiting to exhale
August 15 2022

Weekly Bond Commentary