Fixed Income Perspectives: Themes for 2H24 – Volatility is a Ladder June 20, 2024 As we approach the halfway point of the year, all eyes remain on Federal Reserve policy and the pace of inflation’s downward trend. Read More
Fixed Income Perspectives: Rate Outlook Swings on a Pendulum of Extremes May 21, 2024 Just like we thought investors were too optimistic to start the year, we feel the outlook for monetary policy is too pessimistic now. Read More
Fixed Income Perspectives: Rate Cuts Delayed, but Not Derailed April 23, 2024 While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.” Read More