January 30,2025
Fixed Income Focus - New Faces, Same Party
Markets took a step back in December with selloffs in equities and rates. The U.S. Treasury curve...
December 20,2024
Fixed Income Focus - Holiday Musings
November featured a significant rally across asset classes as volatility indices moved sharply...
November 27,2024
Fixed Income Focus - Love and Tiers
Rate volatility returned in October to end a multi-month Treasury rally. The MOVE Index (Merrill...
October 28,2024
Fixed Income Focus – ABS: New and Improved
Macro Update September was the 5th consecutive month of the Treasury rally. The yield curve bull...
September 19,2024
Fixed Income Focus – Spiking the Football
Treasuries rallied for the 4th consecutive month as markets turned in a nice performance following...
August 21,2024
Fixed Income Focus – Stay the Course
Macro Update July was a strong month for rates markets as the Treasury curve rallied substantially....
July 19,2024
Fixed Income Focus – Halfway Point
Macro Update June brought some continued relief as domestic markets showed greater optimism with...
June 24,2024
Fixed Income Focus – Clouds, Tires & French Fries
Macro Update May was a positive month for markets as volatility lessened and valuations rose for...
May 31,2024
Fixed Income Focus - Rocks and Steps
“There will always be rocks in the round ahead of us. They will be stumbling blocks or stepping...