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No Juice Left To Squeeze In Mortgage Spreads
Mortgage spread tightening has run its course. Any further drop in mortgage rates will necessitate lower Treasury yields.
US Bond Strategy by Ryan Swift
The Biggest Bond Market Questions For 2026
Our Portfolio Allocation Summary for January 2026.
US Bond Strategy by Ryan Swift
The Hassett Premium
Our Portfolio Allocation Summary for December 2025.
US Bond Strategy by Ryan Swift
2026 Key Views: US Fixed Income
Special Report Our key US fixed income views for 2026.
US Bond Strategy by Ryan Swift
Picking Through The Labor Market Data
Our Portfolio Allocation Summary for November 2025.
US Bond Strategy by Ryan Swift
Flying Blind
Our Portfolio Allocation Summary for October 2025.
US Bond Strategy by Ryan Swift
Watch The Unemployment Rate
Our Portfolio Allocation Summary for September 2025.
US Bond Strategy by Ryan Swift
Is The Labor Market Slowdown For Real?
Our Portfolio Allocation Summary for August 2025.
US Bond Strategy by Ryan Swift
Still Moving Sideways
Our Portfolio Allocation Summary for July 2025.
US Bond Strategy by Ryan Swift
Bond Investors Should Pay Attention To Swap Spreads
Special Report The Treasury/OIS spread has exerted notable upward pressure on Treasury yields during the past year, but the factors driving the spread are now turning more favorable.
US Bond Strategy by Ryan Swift

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