CMBS

Highlights Chart 1Buy The 2-Year, Sell The 10-Year Buy The 2-Year, Sell The 10-Year…

  Highlights Chart 1Bond Yields Still Track The "Re-Opening" Trade Bond Yields Still Track The "Re-Opening" Trade…

Highlights Chart 1Employment Growth Will Rebound Employment Growth Will Rebound…

Highlights Chart 1Still Close To Fair Value Still Close To Fair Value…

Highlights Chart 1Employment Growth Employment Growth…

Highlights Chart 1Tracking Nonfarm Payrolls Tracking Nonfarm Payrolls…

Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (May 19 at 10:00 AM EDT, 3:00 PM BST, 4:00 PM CEST, 11:00 PM HKT). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some charts related to those…

Highlights Chart 1Inflation Pressures Building Inflation Pressures Building…

Highlights Duration: The pace of rate hikes currently priced into the market is reasonable. However, we see strong odds that market expectations will move higher in the coming months, the result of continued strong economic data and the Fed starting to talk about tapering its asset purchases.…

Highlights Chart 1How Long Until Full Employment? How Long Until Full Employment…