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Is The Labor Market Slowdown For Real?
Our Portfolio Allocation Summary for August 2025.
US Bond Strategy by Ryan Swift
BoC Holds Steady, Keeps Optionality Amid Trade Uncertainty
 The BoC held rates at 2.75% for a third consecutive meeting, but a weak growth outlook and contained inflation reinforce our overweight in Canadian bonds. With policy within the 2.25%–3.25% neutral range, the BoC remains…
Daily Insights by Felix-Antoine Vezina-Poirier
Projecting US Treasury Returns
Special Report Investors should anticipate above average Treasury returns during the next 12 months, and curve steepeners will continue to profit.
US Bond Strategy by Ryan Swift
The Trade War Finally Hits CPI
We discuss the implications of this morning’s CPI report and the relative attractiveness of 2/5 Treasury curve steepeners.
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
Wait For May Employment Data
Our Portfolio Allocation Summary for June 2025.
US Bond Strategy by Ryan Swift
Unpacking The Global Bond Selloff
 According to our fixed income strategists, the main drivers of rising global yields have been widening bond/OIS spreads and term premiums. Wider government bond/OIS spreads reflect increasing government bond supply (net of…
Daily Insights by Juan Egana
Unpacking The Global Bond Selloff
Special Report We perform a decomposition of yields moves across six major developed government bond markets to get to the bottom of what’s been driving the global bond selloff of the past eight months.
US Bond Strategy, Global Fixed Income Strategy by Ryan Swift
The Curve Steepener Is The Trade For 2025
A weakening economy will apply downward pressure to Treasury yields, but the Trump term premium will keep long-dated yields higher than they would otherwise be. This makes Treasury curve steepeners the most attractive trade in US…
US Bond Strategy by Ryan Swift

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