Quarterly Trading Report - Q1 2024: Changes In Rate Expectations

A Case For Getting Off The Sidelines And Into Bond ETFs

Weekly Report: what happened at IG last week (0422-0426)?

M&A Scales Up

Mergers and acquisitions have been a key theme for investment grade credit thus far in 2024. We expect M&A financing to continue to translate into supply opportunities in the investment grade market. The Consumer and Retail sectors are expected to see an uptick in deal-making in the coming years.

Weekly Report: what happened at IG last week (0415-0419)?

'Senator Presses Attorney General Garland On Marijuana Banking Bill's Impact On Criminal Investigations' - Marijuana Moment

Democratic senator presses attorney general about a bipartisan marijuana banking bill. Sen. Jack Reed asked Merrick Garland for his opinion on a controversial section of the bill. Section 10 of the original bill would have required banks to notify criminals when their accounts are terminated. Garland says he can't comment on the specific provisions of the legislation.

Fixed Income Investment Outlook Q2 2024: A Winding, Downward Path

Weekly Report: what happened at IG last week (0408-0412)?

Fixed Income Perspectives - Looking Ahead At Q2 2024: A Pause Before A Pivot

Fixed Income: No Time To Yield

Home Investing Strategy Fixed Income Analysis Fixed Income: No Time To Yield. Bond yields are higher today than they were 20 years ago. Investors are moving back into bonds in record numbers with 2023 global bond ETF inflows of $333 billion. Steve Laipply, Global co-head of iShares’ fixed income ETFs joins Oscar Pulido on The Bid.

IShares Spring 2024 Investment Directions

Home Investing Strategy Portfolio Strategy IShares Spring 2024 Investment Directions. The U.S. Economy has evolved largely as we anticipated in our 2024 Year Ahead Outlook. BlackRock believes the Fed will deliver three rate cuts in 2024. Inflation is still stubbornly above the Fed’s target while economic growth is slowing.

Weekly Report: what happened at IG last week (0401-0405)?

Principal Investment Grade Corporate Active ETF declares monthly distribution of $0.0858

Q1 2024 Total Return Gov/Credit Review

After a sharp decline in yield during Q4 2023, Treasury yields rose during Q1 2024. We experienced significant increases in 10- and 30-year Treasuries. Spreads on investment-grade corporates and taxable munis continued to grind lower as Treasury rates rose. We will continue to take a conservative approach to credit.

Fixed-Income Outlook: Don't Miss The Forest For The Trees

Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture. Central bank rate cuts are coming, and with them a major opportunity for bond investors. The first quarter of 2024 has been a bumpy ride for investors. More than $6 trillion in money-market funds is sitting on the sidelines.

Short-Term Vs. Long-Term Bonds: Analysis And Comparison

Short-term and long-term bonds have different characteristics, including maturities and credit risk. In most cases, long- term bonds tend to yield more than short-term. An analysis and comparison of short-Term Vs. Long-Term Bonds: Analysis And Comparison. The Federal Reserve is likely to cut rates in coming months.

Weekly Market Pulse: Don't Just Do Something, Sit There

Weekly Report: what happened at IG last week (0325-0329)?

What Are Markets Pricing In?

Major stock market indices in the S&P 500 and Nasdaq are pricing in a significant rebound in growth throughout 2024. The areas of the market which are most forward-looking are looking increasingly priced to perfection. The more pro-cyclical and growth-sensitive sectors are yet to price in any material rebound.

Weekly Market Pulse: Rational Exuberance?

Home Market Outlook Today's Market Weekly Market Pulse: Rational Exuberance? Joseph Calhoun looks at Alan Greenspan's speech about central banking. The dollar was up a little more than 1% last week. The rally last week was broad based with 10 of 11 economic sectors higher. Calhoun says what is happening today is a form of excessive exuberance.