For Financial Professionals in the US

Janus Henderson Blog

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A Mostly Benign Outlook for U.S. Inflation
Coronavirus Credit Interest Rates

A Mostly Benign Outlook for U.S. Inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.

Fixed Income Perspectives: Can the V-Shaped Recovery Last?
Coronavirus Interest Rates

Fixed Income Perspectives: Can the V-Shaped Recovery Last?

A discussion of the economic recovery and the diminishing returns on – but still pivotal role of – monetary policy.

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?

Dollar Weakness: An Underappreciated Threat to the Global Economic System
Interest Rates Tail Risk

Dollar Weakness: An Underappreciated Threat to the Global Economic System

This year’s weakening of the U.S. dollar poses a significant threat to global economic growth and financial stability should it spiral out of control.

Bond Markets Channel Their Inner Tubthumping
Coronavirus Credit Interest Rates

Bond Markets Channel Their Inner Tubthumping

A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.

A Superfluous Tweak to the Fed’s Mandate
Coronavirus Interest Rates

A Superfluous Tweak to the Fed’s Mandate

Despite a shift in policy, the Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

Japanification: Europe First and Now the U.S.

Japanification: Europe First and Now the U.S.

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.

Global Perspectives: Why Low Rates Are Here to Stay

Global Perspectives: Why Low Rates Are Here to Stay

A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

RBA to Markets: “We are Still Here”
Coronavirus Interest Rates

RBA to Markets: “We are Still Here”

Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.

Fed Update: Stealth Yield Curve Control?

Fed Update: Stealth Yield Curve Control?

Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.

So … What About Inflation?

So … What About Inflation?

Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.