China’s central bank will deliver the biggest interest-rate cuts in a decade next year as policymakers intensify efforts to shore up growth and arrest deflation, in the view of a number of Wall Street lenders.
Private credit may be all the rage among investors, but there are better alternatives, according to JPMorgan Asset Management.
Bond traders seeking support for bets that the Federal Reserve will cut interest rates later this month will closely watch Friday’s US employment report for November.
Historical trends are being permanently broken in real time as mega forces, like the rise of artificial intelligence (AI), transform economies.
The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.
President-elect Donald Trump’s pick of a crypto proponent to be the next head of the US securities regulator lifted Bitcoin to $100,000 for the first time as traders warmed to the prospect of relaxed regulations.
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.
Bond traders are positioning for the US Treasuries market to extend its recent advance, showing confidence that yields will continue to pull back from the peaks hit after Donald Trump’s election victory.
While politics garner headlines, fundamentals drive the market over the long term.
The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.
As a result of the election and rate cuts, the stock market indices surged to new highs in anticipation of lower taxes & looser regulations.
Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key. Earnings strength could matter more to equity investors in 2025 over valuations.
Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.
US Treasuries fell on Monday as traders awaited a hefty week of economic data and speeches from Federal Reserve officials that will likely determine expectations for the central bank’s policy decision later this month.
Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.
The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?
The money-market industry just reached a significant milestone with Crane Data reporting that these cash-like funds have amassed a record $7 trillion in assets. There are many ways to think about this development.
You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.
Treasury Secretary Janet Yellen came under fire this year from economists such as Nouriel “Dr. Doom” Roubini for stepping up the issuance of short-term Treasury bills.
Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.
On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.
In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.
As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.
This week’s data and market momentum solidified the case for a resilient U.S. economy, defying concerns of an imminent slowdown. Initial jobless claims dropped to a five-month low, reinforcing the strength of the labor market, while GDP growth projections hover around an impressive 2.5%.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin reviewed the latest inflation numbers from Canada.
For investors looking to get ahead of the greater bond market, Eaton Vance's Total Return Bond ETF can do the trick.
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
The US bond market is finally showing signs of steadying after a two-month selloff, with investors starting to swoop in whenever yields test new peaks.
The dollar fell and US government bonds rallied after Donald Trump picked Scott Bessent to run the Treasury, a Wall Street veteran who investors expect will take the sting out of the administration’s more aggressive trade and economic policy proposals.
Gold tumbled as traders digested Donald Trump’s pick of Scott Bessent as Treasury Secretary and looked toward the Federal Reserve’s next interest-rate decision.
Treasury inflation-protected securities can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Rick Raczkowski, PM, Relative Return Team, Loomis, Sayles & Company, discussed how the team views fixed income investing looking ahead.
The world’s biggest private credit managers are turning to an obscure investment product to help raise billions from deep-pocketed insurance companies, testing the limits of industry safeguards meant to curb risk.
The post-election stock market is already giving investors a wild ride. Big individual stock selloffs, massive rallies, and a dizzying array of market narratives built on Wall Street’s best attempts to read President-elect Donald Trump’s mind.
Many of the myths and controversies surrounding the equity risk premium (ERP) are rooted in semantics: The same term is used for multiple purposes.
U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.
I’ve been looking for the best dividends in the market for over 13 years. Time after time, I keep coming back to this question.
Why the equity market rally following the U.S. presidential election could continue into year-end.
In January 2022, we ventured three hundred years back in time to an episode that has long been considered the classic example of mania in the early annals of market history.
In Europe, the ECB stimulates a sluggish economy while in the UK, the problem is inflation. In contrast, the US responds to stronger growth.
The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.
Berkshire Hathaway Inc. reported its stock holdings last week — a widely anticipated quarterly update of Warren Buffett’s latest trades. There were some notable ones, including the addition of Domino’s Pizza Inc. to Berkshire’s portfolio and more trimming of its stake in Apple Inc.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities which has worked well with periods of secular disinflation.
We seek to capitalize on today’s attractive yields while staying mindful of economic and market uncertainties.
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
We take an early look at how a new policy platform could factor into the US deficit and debt.
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
Balancing credit risk with interest-rate risk in a dynamically managed portfolio can be an all-weather approach.
