The bond market settled down even as the Fed continues its fight against inflation. After a rather unpleasant five quarters of frenzy in the fixed income market, a vague sense […]
Fixed Income and Credit: Never a Dull Moment at the End of a Cycle
After a forgettable 2022, a year that accomplished the worst 12-month performance on record, U.S. Fixed Income markets were set to return to something of a more placid environment in […]
Credit Markets: 2022 Marks Worst Year for Bonds in History
Aggressive interest rate hikes led to unprecedented losses in the bond market. Amidst continued aggressive monetary tightening by the Federal Reserve, the U.S. bondmarket notched its worst year on record […]
Credit Markets: The Bond Bear Market Continues
After years of being underweight to bonds, we now see attractive yields that could become tailwinds for client portfolios. What was already one of the worst year-to-date performances in bond […]
Credit Markets: A Historically Bad Year So Far
During the first half of 2022, U.S. Bonds performed worse than any full year since 1842. According to a May 6, 2022 article* in The Wall Street Journal, the performance […]
Credit Markets: Is A Recession Coming?
Credit Markets: Slower Growth Ahead?
Credit Markets: An Interest Rate Tug-of-War
Credit Markets: Transitory or Non-Transitory Inflation?
Credit Markets: Strong Economic Growth and Inflation Ahead
Bond yields rose dramatically in the first quarter as investors began pricing in the likelihood of the strongest economic growth in the U.S. and globally in decades and corresponding inflation […]