Corporate Bonds

Executive Summary Does Powell Need To Channel His Inner Volcker…

Executive Summary Competing Forces On Global Bond Yields Competing Forces On Global Bond Yields…

Highlights Chart 1Wage Growth Is Cooling Wage Growth Is Cooling…

Executive Summary European Spreads Have Cheapened Up More Than US Spreads European Spreads Have Cheapened Up More Than US Spreads…

Executive Summary Inflationary Pressures To Fade Inflationary Pressures To Fade…

Executive Summary First IG, Then HY First IG, Then HY…

Listen to a short summary of this report.         Executive Summary The US Inflation Surprise Index Has Rolled Over Goldilocks: A Skeptical Q&A…

Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (May 17 at 9:00 AM EDT, 14:00 PM BST, 15:00 PM CEST and May 18 at 9:00 HKT, 11:00 AEST). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some charts…

Executive Summary The Fed offered more explicit near-term forward rate guidance at its meeting last week. This guidance will reduce yield volatility at the front-end of the curve during the next few months. We expect the Fed to deliver two more 50 basis point rate hikes (in June and July)…

Highlights Chart 1Past Peak Inflation Past Peak Inflation…