Section
Fixed Income
3178 posts
Rate cuts should be a tailwind for equities
by Larry Adam, CIO, Raymond James Key Takeaways Economy still on track for a soft landing The bond…
The Fed Launched an Easing Cycle to Assure a Soft Landing: Sunny Side Up
by Hubert Marleau, Market Economist, Palos Management September 20, 2024 The Federal Reserve boldly decreased its policy rate…
On My Mind: The first cut is the deepest
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Where does the Fed go next after…
Federal Reserve Cuts Rates by a Half-Point
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd Policymakers indicated that more interest rate…
Multi-Trillion-Dollar Question
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Cash yields are starting to come down as…
Unparalleled rate movement
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Defense Takes the Field
by Adam Turnquist, CMT, Chief Technical Strategist, and Team, LPL Financial Increased volatility over the last several weeks…
Stacking in a Higher Interest Rate Environment
by Corey Hoffstein, Rodrigo Gordillo & Team, Return Stacked Portfolio Solutions This article explores the relevance of leverage…
Balance Is Critical for the Obstacles Ahead
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman Rising inflation may be behind us, but…
A Tightrope Economy: Employment Weakness and Fed's Dilemma
by Hubert Marleau, Market Economist, Palos Management September 6, 2024 Until now, Goldilocks conditions have been in place,…
Back to school: Macro cliff notes and a look ahead
by Tom Becker, Portfolio Manager, Global Tactical Asset Allocation Team, BlackRock Mid-summer markets were a bit of a…
Quick Thoughts: US employment insights and implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Fed Chair Jerome Powell’s latest…
SocGen's Albert Edwards: Why August turbulence might not yet be over
SocGen's Albert Edwards points out that the turbulence in equity markets may not yet be done in his…
Let’s Get Real (Rates)!
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock To know ahead of time what you're…
Are brighter days in store for bond investors?
by Mike Gavan , Ryan Katona , Austin O'Neill, Russell Investments Executive summary: Two years ago, the Fed's…