ABS
Highlights Duration: While it’s possible that we are close to the US economic trough, we don’t see any immediate upside in Treasury yields. Investors should keep portfolio duration at benchmark and await signs of recovery in our preferred global growth indicators. Spread Product: Investors…
Highlights The Fed has been awfully busy since the middle of March, … : Over the last 30 days, the Fed has unleashed a barrage of measures to support market liquidity and alleviate economic hardship. … unveiling a package of facilities to keep credit flowing to consumers, businesses and…
Highlights Chart 1Will Fed Purchases Mark The Top?
Will Fed Purchases Mark The Top…
Highlights Chart 1Making New Lows
Making New Lows…
Highlights Chart 1The 2003 SARS Roadmap
The 2003 SARS Roadmap…
Highlights Chart 1Softer PMIs In December
Softer PMIs In December…
Highlights Chart 1Manufacturing PMIs Track Bond Yields
Manufacturing PMIs Track Bond Yields…
Highlights Chart 1The Fed Must Remain Dovish
The Fed Must Remain Dovish…
Asset Backed Securities: Underweight…
Highlights Chart 1Contagion?
Contagion…