More of our insights
Focus on inflation likely to remain following July data
Inflation has moderated but at a high level. This week’s chart breaks down the CPI report, looks at why alternative income could remain at a premium.
Inflation vs interest rates: the great debate
Members of the Investment Research team gather to discuss the rising Consumer Price Index (CPI).
The Agg races back. Yet core fixed income remains challenged.
Rates decline and the Agg returns to almost breakeven. This week’s chart looks at why core fixed income remains challenged despite the recent rally.
Credit market commentary: July 2021
Declining long-term rates have begun to shift the technical picture in credit markets, which bear monitoring going forward.
With rate hikes none or one, income to remain elusive
Income could be hard to find for the foreseeable future. This week’s chart looks at market-based expectations for rate hikes through Dec. 2022.
Yields decline despite rising inflationary pressures
As inflation rises, longer-term yields have declined. This week’s chart looks at the yield curve as the hunt for yield gets harder.
