Section
Bond Yields
675 posts
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
by Liz Ann Sonders, Chief Investment Strategist, Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd.…
Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors US economic resilience should continue to serve…
Magnificent 7 to the Rescue!
by Asset Allocation Committee, Confluence Investment Management The traditional role of Treasurys as a safe-haven asset has eroded.…
The opportunity right in front of investors
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Is the Bond Market Worried About Inflation?
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. by Lawrence Gillum, CFA,…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Bonds – The dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Market Ethos: Yield-to-Risk Ratio
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. In this Market Ethos, we explore a different lens…
2025 focus themes: fiscal headaches, monetary prudence, productivity and volatility
by Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income As 2025 gets underway, I want to highlight…
The Meaning of a Dramatically Steeper Curve
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments As we enter 2025, the yield curve is…
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
High Hopes or Hollow Hype? A 2025 Reality Check
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Let’s put a finger on…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the Markets® U.S. | 1Q 2025" which focuses on:…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
