Securitized Products
Highlights Fed: Until more is learned about the omicron variant, our base case view remains that the Fed will lift rates later than what is currently priced in the market. We think a September or December 2022 liftoff date is reasonable. Treasuries: Our main Treasury curve investment…
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (November 16 at 10:00 AM EST, 15:00 PM GMT, 16:00 PM CET and November 17 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…
Highlights Chart 1Buy The 2-Year, Sell The 10-Year
Buy The 2-Year, Sell The 10-Year…
Highlights Chart 1Bond Yields Still Track The "Re-Opening" Trade
Bond Yields Still Track The "Re-Opening" Trade…
Highlights Chart 1Employment Growth Will Rebound
Employment Growth Will Rebound…
Highlights Chart 1Still Close To Fair Value
Still Close To Fair Value…
Highlights Chart 1Employment Growth
Employment Growth…
Highlights Chart 1Tracking Nonfarm Payrolls
Tracking Nonfarm Payrolls…
Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (May 19 at 10:00 AM EDT, 3:00 PM BST, 4:00 PM CEST, 11:00 PM HKT). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some charts related to those…
Highlights Chart 1Inflation Pressures Building
Inflation Pressures Building…