Section
Credit
288 posts
Who Could Have Known: What The Repo Fiasco Entails
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research Imagine approaching a friend that you think…
Saut Strategy: Principles learned from T. Boone Pickens – Charts of the Week 9/25/19
by Andrew Adams CFA, CMT, Saut Strategy LLC Charts of the Week As mentioned in Jeff Saut’s report…
Could Negative Bond Yields Come to America?
by Kathy Jones, Senior Vice President, Chief Fixed Income Strategist, Schwab Center for Financial Research Investors have watched…
There’s more to a bond than its yield
by Avi Hooper, Invesco Canada Investors frequently focus on the yield to maturity that bonds pay, rather than…
How Balanced Income Can Help in Today’s Markets
by Matthew Sheridan, AllianceBernstein Transcript: If clients have income needs, then it makes most sense today to look…
The Fed’s Dilemma, Draghi’s Parting Gift, Mortgage Rate Meltdown
by Carl R. Tannenbaum, Ryan James Boyle, Vaibhav Tandon, Northern Trust Summary The Fed’s Dilemma Mario Draghi Solidifies…
Uncertainty casts its shadow over the U.S., Europe, and China
by Brian Levitt, Arnab Das and David Chao, Invesco Canada This week, we are going to take a…
No, Bonds Still Aren’t Overvalued!
by Lance Roberts, Clarity Financial Interest rates have plunged lately as concerns about a recession in the U.S.…
Caught between uncertainty and easy money
by Russ Koesterich, CFA, Blackrock Easier financial conditions have lessened the blow of greater political uncertainty. Can that…
Why Today’s Inverted Yield Curve Isn’t Necessarily a Recession Warning
by Erin Bigley, AllianceBernstein The most closely watched part of the US yield curve inverted this week for…
Jurrien Timmer: Why the bull could still have legs
Rebounding corporate earnings and Fed rate cuts could extend the economic expansion. by Jurrien Timmer, Director of Global…
Midyear Municipal Outlook: Stay Flexible Late in the Cycle
by Daryl Clements, AllianceBernstein Municipal bonds have had a good run since the beginning of the year, but…
Midyear Bond Outlook: Making Sense of Conflicting Signals
by Douglas J. Peebles, AllianceBernstein The first half of 2019 was kind to financial markets. Will the good…
The importance of income today (and our bond market views)
by Scott Thiel, Blackrock We see income, or carry, as the key driver of bond market returns in…
"The fix is in"
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, Gerald Cheng, RichardsonGMP Sports betters and casino gamblers alike…
