Fixed Income Perspectives

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Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number...

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U.S. Consumers Roar Back: How to Prepare for the “Great Re-Opening”

May 6, 2021

During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access...

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Rates and Inflation: Investors Seem Determined to “Unfollow” the Fed

March 30, 2021

Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?

Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.

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