Rising yields and a steeper yield curve are par for the course as an economy enters the recovery..

Macro Strategies, Fixed Income, The Fed, Recovery, Reflation

The municipal market sold off significantly over the past two weeks. Now that the market seems to..

Fixed Income, Municipals, Recovery, Reflation

About a week ago, an unprecedented polar vortex descended upon the southwestern United States. The..

Credit Research, Fixed Income, Municipals

1. The securitized credit sector has lagged the recent broad rally in risk assets. How do you..

Securitized Research, Fixed Income, Sector Outlook

1. Many state and local governments have been under pressure due to the pandemic. What’s your..

Fixed Income, Sector Outlook, Municipals

1. US investment grade spreads have returned to pre-pandemic levels. What are your expectations for..

Fixed Income, Sector Outlook