Michael, prior to the pandemic we hadn’t seen high inflation rates for decades. What contributed to..

Fixed Income, Sector Outlook

It would seem that anxiety regarding inflation remains prevalent: global central banks are..

Fixed Income, Market Outlook

The sudden inversion of the 2-year, 10-year (2s10s) US Treasury yield curve has investors wondering..

Fixed Income

The US Treasury market seems to believe the Federal Reserve will start hiking interest rates in the..

Fixed Income, The Fed

It’s amazing what you can achieve with a budget of $75 billion per day.

Fixed Income, The Fed, COVID-19

It became abruptly apparent in September, when overnight repo rates surged to near 10%, that..

Securitized Research, Fixed Income, The Fed, Central Banks