Opportunities for Fixed Income Investors in 2020
U.S. Corporate Bonds (Jan 20-24): Visa Could Charge Ahead with Debt Sale After Earnings
Emerging Markets Week Ahead (Jan 20-24): Brazilian Debt Drives Higher & Business Confidence Booms
Well I Told You Once and I Told You Twice…
Friday marked the first “real” data day for the bond market, with the release of the final jobs report for CY 2019. Once again, there do not appear to be recession winds on the horizon. On the political front, we continue to see how escalating and/or scaled-down tensions in the Middle East can be bond market moving in nature.
Technical Take: Jan. 15, 2020
US Corporate Bond Market (Jan 13-17): FIG Sales on Tap as Earnings Season Approaches
Impeachment, a Coming Election, and a Near-Record Market Rally: What Could it Mean for 2020?
European Repo at a Crossroads in 2020
Relative calm in European repo activity could be awakened by several factors, including rate changes or Brexit. The removal of negative rates in Sweden may provide a clue to the direction of other European repo markets.
January 15, 2020
Technical Analysis Heading into Wednesday’s Open: Jan. 15, 2020
US Muni Market (Jan 13-17): Muni Bonds Trade Rich to Treasuries
Chart of the Week – Intermarket Relationships
Market GPS: A Soft Landing Should Support Fixed Income in 2020
Portfolio Manager Michael Keough discusses his positive outlook for U.S. fixed income markets given the stabilization and continued strength of the U.S. economy, but notes that careful sector and security selection remain prudent.
The Decade in Seven Charts
January 2020 Fixed Income Market Update
U.S. economic data surprised to the upside in December with strong employment and growth results and the Fed remained on hold as expected. Progress on tariffs and U.K. election results lowered geopolitical noise for the time being. These developments led to continued improvement in risk sentiment.
Major Top in Treasuries?
Webinar – Cboe Corporate Bond Index Futures: Broad Exposure to the U.S. Corporate Credit Market in a Capital Efficient Manner
Central Banks Fuel Strength in Bonds and Equities
Outlook 2020: Income
Rethinking the Role of Government Bonds
Concern About a Debt Bubble in China
U.S. Municipal Bond Market
Worldwide Woes and Debt
One of the most fascinating moves in recent years has been the global tumble in long-term government bond yields to never-before-seen levels. In a number of countries, they fell into negative territory.