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Recent Perspectives

September 15, 2021

Weak Data and Fiscal Uncertainty Will Delay Fed Tapering

Bond yields could fall further as rising fiscal risks get priced in.

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August 31, 2021

Looking at Yields in High-Yield Credit

A properly diversified credit portfolio should have exposure to both high-yield corporate bonds and bank loans.

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August 18, 2021

Delta Impact on Consumer Behavior Will Delay Tapering Announcement

The resurgent virus should keep a lid on Treasury Yields.

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August 11, 2021

Latest CPI Validates the Transitory Nature of Inflation Spikes

Falling demand will help limit the extent of more price increases.

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July 30, 2021

Things Couldn’t Be Better

The COVID Delta Variant’s Looming Threat to Risk Assets.

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July 26, 2021

A Better Way to Pay for Infrastructure Investments

A revival of the Obama-era Build America Bonds would raise funds with less taxes.

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July 14, 2021

Still No Reason to Panic About Inflation

Taking a look at the upside surprise in June’s CPI.

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