Section
Yield Curve
55 posts
Richard Bernstein: Reviving Guns & Butter?
by Richard Bernstein Advisors Economic historians sometimes refer to mid-1960s’ US fiscal policy as “Guns & Butter”. The…
TACO Is Off the Menu: DoubleLine's Sherman on Rethinking the Reflexive Buy
Recording on the first day of spring1, with the Iran conflict entering its fourth week, Jeffrey Sherman is…
Treasury Market: Stuck Between Iran and a SaaS Space
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial Research The Treasury market is stuck between artificial intelligence…
Preparing for the storm
by Nick Goetze, Fixed Income, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for…
Affordability & Ten-Year Treasury Yields
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree The mid-term elections are still…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Good vs. Bad Steepening
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments If an inverted yield curve is a harbinger…
Sector Views: Proceed with caution
The Franklin Templeton Fixed Income team believes that the US economic outlook at this stage likely doesn't warrant additional monetary easing; however, outside the United States, economic growth still faces some challenges and suggests proceeding with caution. Read more in their latest Sector Views.
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
When Will the Treasury Yield Curve Normalize?
by Jeff Weniger, CFA, Head of Equity Strategy & Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree One…
Steeper Curves Ahead
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Following July’s softer jobs report, markets now…
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
Where to invest on the yield curve
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Rethinking Fixed Income: How Franklin Templeton Is Helping Advisors Navigate a New Era for Bonds
Let’s be clear—bonds just aren’t what they used to be. With interest rates climbing, geopolitical uncertainty swirling, and…
Managing Trump Uncertainty: Defensive Fixed Income in a Reshaped World Order
In a world shaken by policy whiplash, trade upheaval, and renewed inflation fears, the team at Ninepoint Partners…
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.…