Fixed Income
Our thoughts on the bond market’s reaction to the election and this afternoon’s FOMC meeting.
BoE: A Hawkish Cut Signals The MPC Is In Charge…
Trump And The Bond Market…
The US Election And The Stock-Bond Correlation…
The Election Day is finally upon us. No, there is no final “silver bullet” forecast contained in this email. Just our long-term forecast of how the election will, no matter who wins, impact the markets.
US Employment: Noisy Jobs Report Extends Cooling Trend…
China PMIs: A Rebound From Low Levels…
ISM Manufacturing: A Whiff Of Stagflation…
EM Credit Markets: Nirvana Or A Mirage…
A reaction to this morning’s employment report and a preview of the potential bond market implications of next week’s US election and FOMC meeting.