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Projections of long-run Fed funds rate are declining

Get our review of market reactions to the Fed’s 25 bps rate cut this week and the likely upshot of the Fed’s downtrending rate forecast.

Providing little income, Barclays Agg still underwater

Amid evolving Fed policies, our chart looks at the Barclays Agg’s declining returns over time.

Q1 2020: Being selective in 2020

In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.

Q1 2020: Mirroring the broader economy

Strong labor markets, solid consumption growth and low interest rates continue to support the commercial real estate market.

Q1 2020: What to watch in Q1 and beyond

Driven by consumption, record-long economic expansion is set to continue.
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