Bond Market Perspectives
“Yield Curve Subplot” | Bond Market Perspectives | April 24, 2018
“The yield curve has continued to flatten; however, because rates are rising simultaneously, it is a less ominous indicator for the economy relative to if yields were falling.”
“Keeping It Real” | Bond Market Perspectives | April 17, 2018
“After a substantive increase in the first months of 2018, real yields have slowly declined, a positive indicator for stock and bond markets, as they suggest lower true cost of debt for domestic companies.”
“Tough Start for Fixed Income” | Bond Market Perspectives | April 3, 2018
“Despite a late-quarter rally, high-quality fixed income had a difficult start to 2018, but the ride over the remainder of the year could be smoother.”
“Spreads Signal Stability” | Bond Market Perspectives | April 10, 2018
“Spreads across various sectors of fixed income are signaling that areas of recent stress are receding, a positive omen for bonds and stocks alike.”
“LIBOR-OIS Spread Widening: What Lies Beneath?” | Bond Market Perspectives | March 27, 2018
“The spread between the three-month London Interbank Offering Rate (LIBOR) and the Overnight Indexed Swap (OIS) has widened to its highest level since 2008.”
“Long the Short End of the Curve” | Bond Market Perspectives | March 20, 2018
“Short-term high-quality bond yields have continued to increase since the lows seen in July 2016, and have moved sharply higher since September 2017.”
"High Yield Hesitation" | Bond Market Perspectives | March 13, 2018
"High yield has faced some headwinds thus far in 2018, but fundamentals remain solid."
"Rates' New Range" | Bond Market Perspectives | March 6, 2018
"We believe the rise in rates over the last six months has the potential to stick."
"Tips on TIPS" | Bond Market Perspectives | February 27, 2018
"Treasury Inflation-Protected Securities (TIPS) are sought after when inflation is expected to rise."
"Managing Interest Rate Risk" | Bond Market Perspectives | February 20, 2018
"Yield curve positioning and proper diversification remain prudent strategies to manage interest rate risk."