Section
Yield Curve
38 posts
NBI CIO Office: Base Case Scenario (Fall 2023)
by Martin Lefebvre, CIO, & Team, National Bank Investments Highlights 1. The Bull Case (Immaculate disinflation): a scenario…
What is Normal?
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Financial Fixed income investors have had a rough time…
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
MFS: 2023 Mid-Year Outlook
by Robert M. Almeida, Global Investment Strategist, Portfolio Manager, MFS Investment Management MFS Global Investment Strategist Rob…
The Treasury Bond. It’s Time Has Likely Come.
by Lance Roberts, RIA I received many emails and questions on “why” we are adding the U.S. Treasury bond to…
Cash can be a drag when rate hikes end
by Carolyn Barnette, CFA, CFP, Director, Head of Market and Portfolio Insights BlackRock's U.S. Wealth Advisory Business Key…
Bigger picture... not too late to lock in yield
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
The Big Shifts in the Yield Curve
The yield curve is a crucial macro variable that informs us about borrowing conditions and market expectations for…
Aubrey Basdeo: Bank Breakages, Inflation & Fixed Income Strategy
Recorded March 13, 2023 Listen on The Move In this episode of Insight is Capital™, we explore the…
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
The More Things Change
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Has recent strong data changed the fundamental economic and…
Q2 2022 Fixed Income Survey: Major central banks turn hawkish
by Adam Smears, Russell Investments In this latest survey, 59 leading bond and currency managers considered valuations, expectations…
Addressing the Challenge: A Simple Alternative to Yield
After years of stimulative and accommodative policies, we now find ourselves in a position where central banks are tightening monetary conditions. Over the course of the year, fixed-income markets have reflected this as yields have increased and financial conditions tightened.
Larry McDonald: Beware of the Fed's Pawns
Copyright © Bear Traps Report
Change Squared
by John Mauldin, Mauldin Economics Inflation Complications Neon Signs Plumbing Problems The New World Disorder The US Economy…
