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MARCH 2025
A contrarian scenario comes true on remarkable German fiscal push
Germany’s fiscal expansion reshapes global bond markets.
MARCH 2025
Where can investors find defensive assets in today’s evolving markets?
Explore top defensive assets for today's changing market landscape.
How U.S. immigration changes could impact inflation and the Fed
FEBRUARY 2025
How U.S. immigration changes could impact inflation and the Fed
Explore how immigration changes may influence inflation and Fed policy.
JANUARY 2025
Consensus is totally consensus—a contrarian’s strategic scenarios
Discover contrarian strategies that active fixed income managers can apply.
DECEMBER 2024
Ahead of the Curve
The calm before the storm — The outlook for Treasury yields
Expect higher Treasury yields as fiscal policies evolve.
OCTOBER 2024
Could a 5% 10-year Treasury yield be around the corner?
Higher Treasury yields expected due to fiscal spending and Fed quantitative tightening.
AUGUST 2024
San Andreas fault of finance shakes the markets
Monetary tightening in Japan is rearranging global capital flows.
JULY 2024
Ahead of the Curve
“Shadow banking system” creates a trickier path for the Fed
From the Field
MAY 2024
Ahead of the Curve
Three Fed scenarios, same result: higher yields, steeper curves
From the Field
April 2024
Adding emerging market debt exposure? Look to local bonds.
From the Field
MarCH 2024
Current market inflation expectations are ridiculous
From the Field
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