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Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.
Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.
Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?
Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.
An update on the tsunami of new issuance in credit markets, plus our views on inflation.
Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.
New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.
Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.
A discussion of the recent actions taken by the U.S. Federal Reserve to improve liquidity in money markets.
Assessing the Fed’s recent efforts to ease financial conditions and why we believe uncertainty will continue to be a headwind for markets.
With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.
The Fed’s surprise rate cut reflects the increasing uncertainty the U.S. economy and investors currently face.
