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

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

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 QLTA 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.

Weekly Report: what happened at QLTA last week (0318-0322)?

Strike While The Market Is Hot

Companies are taking advantage of strong investor demand in the investment grade credit market. In the first two months of 2024, nearly 200 companies issue roughly $380 billion of new bonds in the U.S. Investment grade primary market. Monthly issuance totals for both January and February blew away the prior three-year averages of $138 billion.

Weekly Market Pulse: An Economic Overview

Home Market Outlook Economy Analysis Weekly Market Pulse: An Economic Overview. Joseph Calhoun: The evolution of the US economy has been driven by a return to "normal" The distortions of the response to COVID have had a profound impact on the economy. Real incomes have been rising robustly over the last year.

Weekly Report: what happened at QLTA last week (0311-0315)?

Where The Looming Credit Maturity Wall And The Economy Collide

Is It Time To Move Off The Sidelines?

With the Federal Reserve potentially easing as early as June, generous money market yields may be fleeting. Neuberger Berman sees substantial opportunity in the short-duration, high-quality parts of the fixed income markets. To lock in durable high income, we believe it makes sense to incrementally add interest-rate exposure to portfolios.

The U.S. Economic Bust Continues, But A Recession Has Been Delayed