posted on Wednesday, April 01, 2015
We continue to expect the broad economy could potentially create between 225,000 and 250,000 net new jobs per month in 2015.
posted on Thursday, March 26, 2015
The high-yield energy sector has kept pace with the broader high-yield bond market in 2015 even as oil prices weakened, a notable difference from 2014.
posted on Wednesday, March 25, 2015
The outcome of last week's FOMC meeting confirmed our long-held view that the Fed would keep rates "lower for longer."
posted on Thursday, March 19, 2015
The Fed faces a number of obstacles now and may require greater justification to suggest raising interest rates as soon as June.
posted on Wednesday, March 18, 2015
We do not think the strong U.S. dollar will derail the bull market. The dollar itself is not a key driver of market performance; it is a symptom.
posted on Tuesday, March 17, 2015
What the FOMC says, if anything, about the rising dollar and its implications, could have ramifications for monetary policy over the next several quarters and beyond.
posted on Friday, March 13, 2015
Market-implied inflation expectations have increased after reaching a multiyear low in mid-January 2015.
posted on Thursday, March 12, 2015
The current bull market celebrates its sixth birthday this week (March 9, 2015).
posted on Tuesday, March 10, 2015
The latest Beige Book suggests that the U.S. economy is still growing at a "modest or moderate" pace that is at or above its long-term trend, and that some upward pressure on wages is beginning to emerge.
posted on Friday, March 06, 2015
January 2015 was the best month for high-quality bonds since December 2008. In February 2015, high-quality bonds posted their worst monthly performance since June 2013 and the taper tantrum sell-off.
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