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Highlights Chart 1Inflation Perks Up
Inflation Perks Up…
Highlights Chart 1Waiting For A Signal
Waiting For A Signal…
Highlights Chart 1Bond Bear On Pause?
Bond Bear On Pause…
Highlights Chart 12017 Bond Returns
2017 Bond Returns…
Highlights Chart 1Fed Must Fall Behind The Curve
Fed Must Fall Behind The Curve…
Highlights Duration: The global economic recovery is more synchronized than at any time since 2011. This suggests that foreign demand will be less of an impediment to the bond bear market and that Treasury yields will rise once U.S. data start to surprise on the upside. Stay at below-benchmark…
Highlights Chart 1Too Close For Comfort
Too Close For Comfort…
Highlights Chart 1Too Pessimistic On Growth
Too Pessimistic On Growth…
Highlights Chart 1Something's Got To Give
Something's Got To Give…
Highlights Fed: The Fed is likely to lift rates in June, which could roil markets if economic data do not improve between now and then. Municipal Bonds: Weak state & local government revenue growth reflects the fall-out from the mid-2014 commodity price collapse. Now that energy sector…