MBS

This week we present our Portfolio Allocation Summary for November 2022.

This week’s report takes a look at risk-adjusted return opportunities in US spread product.

This week we present our Portfolio Allocation Summary for October 2022.

Highlights Chart 1A Hot Labor Market A Hot Labor Market…

Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (August 16 at 10:00 AM EDT, 15:00 PM BST, 16:00 PM CEST). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some charts related to those recommendations and…

Highlights Chart 1Are Expectations Too Dovish? Are Expectations Too Dovish…

Highlights Chart 1Are Expectations Too Dovish? Are Expectations Too Dovish…

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

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…

Highlights Chart 1Past Peak Inflation Past Peak Inflation…