Robert Robis

Bloomberg

Wall Street Seeks Clues on ECB Plans for $5 Trillion Bond Pile

September 07 2022

“Continuing with interest-rate hikes while not signaling a move to stop the expansion of the ECB balance sheet is not a credible policy mix,” said Rob Robis, chief global fixed income strategist at BCA Research, who expects an announcement this week. “The ECB Governing Council understands that they need to signal a credible monetary policy response to the euro-area inflation overshoot.”

S&P Global

Easy gains in corporate bonds 'over' as yield tightening slows – risk monitor

August 19 2020

"The easy part of the liquidity-driven rally in credit is over," Robert Robis, chief fixed income strategist at BCA Research, wrote in a research note. "More gains are to come, but investors will need to be more selective."

International Financing Review

Foreigners unload US corporate bonds in June: Treasury data

August 18 2020

Together with interest rates near record lows in most developed economies, a weaker dollar has lowered the hedging cost for European investors, according to Robert Robis, chief fixed income strategist at BCA Research.

IPE

Fixed Income & Credit: High-yield worries grow

April 10 2020

February spreads of 350bps were close to the 10-year low of 318bps, points out Vivek Bommi, senior high-yield portfolio manager at Neuberger Berman. The coronavirus has certainly changed market conditions dramatically and the implications could be severe: “There is lots of angst that we are in the final stages of a credit cycle and the huge increase in leverage seen globally will have ramifications on the corporate debt market,” says Rob Robis, chief global fixed-income strategist, at BCA Research.

The Bond Buyer

Analysts see the Fed keeping rates at zero for years

March 30 2020

“The Fed is going to keep rates at zero for a while, certainly until at least to the end of 2020 and perhaps all the way to the end of next year,” said Rob Robis, Chief Global Fixed Income Strategist at BCA Research.

Bloomberg Radio

US Yields May Be Bottoming, Poised to Rise: BCA Research’s Rob Robis (Radio)

February 24 2020

Robert Robis, Chief Strategist, Global Fixed Income at BCA Research, on the bond markets and drop in yields. Hosted by Lisa Abramowicz and Paul Sweeney.

Bloomberg

The Last Hurrah for Credit?

February 07 2020

Robert Robis, chief strategist for global fixed income at BCA Research, thinks this may be the last good year for company debt. The New York-based strategist, whose firm provides macro research, expects the Federal Reserve to get less accommodative as the year goes on, but for now is positive on junk bonds. Robis spoke with Olivia Raimonde on Jan. 28. Comments have been edited and condensed.

Market Watch

Here’s why inflation no longer drives the bond-market

November 14 2019

Robert Robis, chief fixed-income strategist at BCA Research, said the 10-year yield could move into a range between 2.00%-2.25%, but a further move higher ...

Market Watch

Yield-curve inversion? Junk bonds still see smooth sailing for economy

September 04 2019

... trade uncertainty could indicate expectations for corporate defaults to remain limited in the future, Robert Robis, chief fixed-income strategist at BCA Research, ...

Market Watch

U.S. Treasury yields fall sharply, 2-year/10-year yield curve inverts, triggering recession indicator

August 14 2019

“At the moment, investors think bonds are the safest way to protect their portfolio. And some think there’s another shoe to drop and a bigger correction in equities must be waiting around the corner,” Robert Robis, chief fixed income strategist at BCA Research, told MarketWatch

Bloomberg

This Might Be the Bond Market’s Dot-Com Moment

August 09 2019

Robert Robis, chief fixed income strategist for BCA Research in New York, draws a parallel with 2016, when longer Treasury yields posted their ...