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6 minute read
3 minute read
Both Biden and Trump failed to address the Treasury’s debt at the debate.
Fears grow that Brazil will fail to eliminate its deficit.
4 minute read
IG-rated banks are well-positioned to handle the increase in office vacancies.
The Fed penciled in a cut this year even as it forecast higher inflation.
1 minute read
Without a majority, Prime Minister Modi must assemble a coalition.
The impact of office CRE woes on most cities is mitigated by their diversification of revenue.
2 minute read
We expect a strong summer note season in the municipal markets ahead of the election.
It’s all about the data.
The U.S. Treasury’s plan to buy back some of its securities should have many benefits.
Sticky inflation might slow the Fed, but not the timeliness of extending duration.
General Electric's split sheds light on the potential for value creation.
5 minute read
Historically, the last leg toward a given inflation target has often been the most difficult.
Is the equity market rally inconsistent with Fed policy?
The Fed's dot plot held the intrigue at the FOMC meeting.
2 minute watch
Investors should think constructively about the “Maturity Wall.”
China must address its faltering economy with much more fiscal stimulus.
1 minute watch
The expectation of rate cuts makes corporate bonds an attractive opportunity.
7 minute read
Magnificent Seven continue to outperform.
The Fed will look closely at inflation numbers before making any cuts.
Income and duration lead total return potential.
New investment-grade corporate bond issuance is pouring into the market.
35 minute listen
2024 outlook: Part 1.
27 minute listen
2024 outlook: Part 2.
Widening spreads could provide a step back into high yield.
60 minute watch
The presidential election, geopolitical risks and Fed moves are things to watch in 2024.
What we got right…and wrong…in a volatile year.
A weaker economy and earnings may impact the high-yield market.
The high-yield market saw a strong 2023.
Three things to watch in 2024.
Despite the UAW strike, auto ABS remain strong.
The Fed now projects rate cuts in 2024, just not as many as the markets have.
A decline in rates could boost the short end of the yield curve.
As the economy slows across the board, the Fed is done hiking rates.
Opportunities remain to invest in credit card ABS.
We believe next year could present compelling opportunities within high yield.
Despite high rates, the large amount of maturing debt in the coming years is not a crisis.
The Fed didn't hike. That doesn't mean it's done.
After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.
Being defensive in credit may mean a little pain for a bigger potential gain.
More housing should increase affordability.
Evidence suggests the move up in longer yields is nearing an end.
Mortgage-backed securities may become more attractive relative to credit.
3 minute watch
As the Fed continues quantitative tightening, spreads widen.
The Fed opts against raising rates, but doesn't rule out another hike this year.
They've stabilized somewhat but still face pressures.
Rhetorically speaking, China may have long Covid.
Senior Portfolio Manager R.J. Gallo can think of seven reasons.
With the impact of its tightening still not apparent, the Fed opted for another modest rate hike.
High inflation hurts everyone.
Consensus has taken a beating but is still standing.
MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.
Defensive positioning didn’t hurt the first half. In the second half, it may help.
A mild recession may be inevitable.
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