Section
Bond Yields
750 posts
Confusing Correlations: What’s Really Behind Them?
by Laura Fried, Macro Portfolio Research Strategist, Multi-Asset, Neuberger Berman In recent weeks we’ve witnessed extreme (and at…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Are the Bond Vigilantes Ready to Ride Again?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network "I used to think that if there was reincarnation,…
Debt Downgrade Drama and the Budget
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…
Moody’s Debt Downgrade – Does It Matter?
by Lance Roberts, RIA This morning (May 19, 2025), markets are reacting to Moody’s rating downgrade of U.S.…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Market Overview: Equity Divergences, Volatility, and Fixed Income Signals
by SIACharts.com U.S. indices show a notable contrast between recent short-term strength and weaker year-to-date (YTD) performance. The…
On My Mind: Schrödinger’s economy
Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the May FOMC meeting and press conference. Dr. Desai sees three layers of uncertainty that are keeping the US Federal Reserve extremely cautious and data-dependent: tariff uncertainty, economic uncertainty and broader policy uncertainty. Find out what this means for investors going forward.
Market chaos is harvesting income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism
Above All, Do No Harm — Or Do Nothing? Federal Reserve Chair Jerome Powell, during his latest post-FOMC…
Fed Holds Rates Steady but Warns of Rising Risks
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. The Fed held the federal funds…
A substantial collection of fixed income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Caution Over Exuberance: Navigating Q2 with BMO’s Guided Portfolio Strategy
“Hope for the best, but prepare for the worst.” That’s the mantra underpinning BMO Global Asset Management’s Q2…
Anatomy of a US Treasury Sell-Off
by Scott DiMaggio, CFA, Head—Fixed Income, AllianceBernstein The bond market has been extremely volatile the past couple of…
