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Fixed Income Insights
Weekly Fixed Income Commentary: Economic data push Treasury yields higher
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U.S. Treasury yields moved higher last week, as strong U.S. economic data and hawkish U.S. Federal Reserve rhetoric caused markets to push back expectations for rate cuts.
Market Outlooks
Weekly Investment Commentary: Magnificent munis
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U.S. Treasury yields have risen across the curve in 2024, with the 10-year yield now more than 4%. Anticipating a slowdown in economic growth, we forecast the 10-year yield to end 2024 at around 3.50%.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline despite a hawkish Fed
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U.S. Treasury yields rallied last week. U.S. Federal Reserve Chair Powell indicated that a rate cut in March is unlikely, and surprisingly strong U.S. employment data served as a second blow for fixed income investors hoping for early rate cuts.
Market Outlooks
Weekly Investment Commentary: Real estate beckons as rate hopes waver
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Aggressive central bank rate-hiking policies have taken a toll on private real estate markets since late 2022.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields mixed on strong economic data
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U.S. Treasury yields were mixed last week and spread sectors outperformed as fourth quarter U.S. GDP exceeded expectations.
Market Outlooks
Weekly Investment Commentary: Bullish on bonds
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We believe the recent increase in bond yields has created ample opportunity for investors to benefit from what should be several rate cuts this year (beginning later than markets expect).
Fixed Income Insights
Weekly Fixed Income Commentary: Strong economic data boost U.S. Treasury yields
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U.S. Treasury yields rose on healthy U.S. economic data and hawkish central bank commentary.
Market Outlooks
Weekly Investment Commentary: A valuable earnings season kicks off
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Following last quarter’s strong equity market rally, most sectors are now trading at a valuation premium relative to history.
Fixed Income Insights
Weekly Fixed Income Commentary: Steady inflation data pressure Treasury yields
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U.S. Treasury yields fell and risk assets rallied after U.S. inflation data met expectations.
Market Outlooks
Weekly Investment Commentary: When market and election cycles meet
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Our concern about potential risks in the year ahead informs our current equity market views: We suggest focusing less on cyclical exposures in favor of more defensive, less economically sensitive areas.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise after a 2023 year-end rally
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U.S. Treasury yields rose on generally strong U.S. economic data. Jobs showed a net gain in December, with the unemployment rate remaining flat. However, the declining quits rate signals softer conditions ahead.
Market Outlooks
Weekly Investment Commentary: Prepare for a plateau, not a plummet, in rates
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Persistently higher-for-longer rates may tempt some investors to plead, “Stop the ride – I want to get off!” But we see investment opportunities that make staying on board a better choice.