Fixed Income Perspectives

Wall Street columns

Tweet Trumps Fed

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

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Fixed Income Outlook: What We Expect in the Second Half of 2019

Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.

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What’s more Intimidating? Fed Minutes or a President’s Tweet?

No one likes the messenger who brings bad news — unless that news leads the Fed to cut interest rates.

Tweet Trumps Fed

August 12, 2019

Recently, we asked which had more clout with investors, the FOMC or President Trump’s tweets. Now we know: tweet trumps Fed.

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Where’s the Risk (Premium)?

March 13, 2019

When valuations reflect good news, risk is generally skewed to the downside. Investors beware: There is no shortage of good news in today’s market.

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