Ready For Recession? Fund Managers Advocate Shift To Treasury, Mortgage Bonds

Ici global says capital invested into money market fund assets reached a record of $5.73 trillion last week. Money market funds are characterized by having low volatility and high liquidity. Decreasing inflation and the potential for an economic slowdown may lead to profitable opportunities in the bond market.

The Mortgage-Backed Moment

Fixed income yields are attractive, in our view, but pricing could continue to be volatile. Securitized credit, especially mortgage-backed securities, can be an attractive source of income. Fundamentals are softening, but u.s. Consumer spending remains resilient.

Weekly Report: what happened at MBB last week (1113-1117)?

Columbia Threadneedle Fixed-Income Monitor: November 2023

Home investing strategy fixed income analysis columbia threadneedle fixed-income monitor: november 2023. Elevated geopolitical risk and soaring u.s. Treasury yields put pressure on financial assets across the risk spectrum. Corporate credit spreads widened to median levels, representing attractive value considering the economy.

Weekly Report: what happened at MBB last week (1106-1110)?

New Home Prices Falling Slowly, Still Fully Unaffordable

Dash For Cash Intensifying

Home sales in the greater toronto and montreal areas outright contracted year-over-year in october. non-mortgage interest payments now consume 4.5% of employment income - the highest share in 15 years. inventory for sale is increasing as available credit and able buyers decrease.

Weekly Report: what happened at MBB last week (1030-1103)?

November FOMC Meeting

iShares MBS ETF declares monthly distribution of $0.2735

iShares MBS ETF Experiences Big Inflow

Weekly Report: what happened at MBB last week (1023-1027)?

U.S. Weekly Fund Flows Insight Report: Investors Embrace Money Market Funds During The Fund Flows Week, But Test The Waters Of Equity, Bond, And Commodity ETFs

New Home Market Cap Closing In On Housing Bubble Peak

An Attractive Entry Point For Agency Mortgage-Backed Securities (MBS)?

Rising U.S. Treasury Yields Do Some Of The Fed's Heavy Lifting

Weekly Report: what happened at MBB last week (1016-1020)?

Hard Landing Now A Possibility

Mortgage And Treasury Bond Rates May Stay Higher Longer

Weekend Thoughts - Inflation Hedges, Bonds And The 'This Is Fine' Economy