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Recent Perspectives

January 07, 2022

Strange Jobs Report Opens Door for March Rate Hike

Employment and inflation data raise the likelihood of Fed activity.

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November 24, 2021

Are High-Yield Markets Misjudging Evergrande Risk?

High-yield investors should be weighing the risks of contagion more carefully.

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November 01, 2021

Yield Curve Flattening Carries a Warning About Looming Rate Hike Cycle

The long end of the yield curve has inverted for the first time since 2009.

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