Insights

Stormy Sea

Is This What “Unprecedented and Extraordinary” Actually Feels Like?

May 16, 2022

As investors grapple with a new era of macroeconomic uncertainty, liquidity is king in the near term.

Lighthouse in distance passed rocks

Core Bond: No Time to Die

May 4, 2022

Following the bond market’s recent beating, term yields have already priced in aggressive Fed rate hikes, positioning core bonds to effectively diversify credit risk.

Structure

Monetary Tightening to Remain on Track to Combat Inflation

April 21, 2022

Knowing the stakes, the Fed is likely to keep surprises to a minimum.

Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support. The global economy should accelerate, but with less certainty due to uneven vaccination progress across countries.

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The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

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Slow Progress Better Than No Progress

February 19, 2021

Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.

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Where Is the Market Getting Its News?

January 25, 2021

Headlines suggest a significant disconnect between “Main Street” and “Wall Street”—a closer look at personal income and leading economic indicators reveals a different story.

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