5 minute read
A hawkish Fed and buoyant economy outweighed falling oil prices.
2 minute read
Weekly Bond Commentary
3 minute read
The case for short-duration credit has become increasingly compelling.
1 minute read
4 minute read
Navigating higher yields, tight spreads, and a narrow opportunity set.
Spiking high oil prices create regional winners and losers.
It seems the long end of the curve is trying to tell us something.
Yields are stubbornly higher as volatility moderates.
Global bond markets reflect a change in expectations for the macro environment.
Bond markets gave up gains during Q1 as inflation concerns outweighed risk-off instincts.
Oil prices prompt a drastic shift in expectations for global central bank policy.
Bond yields climb to cap a volatile week
Inflation and private credit concerns offset accelerating US growth.
10 minute read
US bond markets are relatively stable in the face of potential disruption.
Yield curve dynamics may be in flux once Warsh is in office.
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.