More of our insights
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.
Research Roundtable: Q3 2021 Market outlooks
Members of the Investment Research team gather to discuss their predictions for Q3 2021.
What a red-hot labor market means for the economy
June added 850,000 new jobs, but the underlying trends in the labor market defy any prior cycle in ways that could add to inflation and complicate Fed policy.
Q3 2021: Zooming in on inflation
Inflation is dominating the economic discussion, and with good reason. Rising inflation and the Fed’s hawkish pivot have critical implications for interest rates and investors.
As long rates fall, core fixed income stuck in the middle
Long rates have declined despite rising inflation readings. This week’s chart looks at the declining yield curve and why core FI is in a tough spot.