Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
316 videos and podcasts · new this week: 47
It offers a concise read on how a hold with dissents was received across the curve, useful context for client conversations about rate expectations. The discussion of credit issuance and balance-sheet dispersion gives advisors a framework for talking about quality and selectivity rather than headline index performance.
It addresses the role of bonds in portfolios at a time of rate volatility and inflation uncertainty, and connects that to earnings quality and upcoming economic data. Wealth professionals may find it useful for framing client conversations about fixed income and market conditions.
It offers a concise read on the Fed's rationale and near-term market reaction for professionals framing rate and inflation conversations with clients. The discussion of tighter-for-longer policy and Treasury yields is relevant to how advisors think about rate-sensitive environments.
It offers a read on how a sitting Fed chair's tone is being interpreted and what the discussion says about stock-bond behavior and data sensitivity. Useful context for framing rate and inflation risk in client conversations.
It connects inflation data and long-term Treasury yields to the fiscal picture and to the Fed's possible preference for tighter financial conditions, which is the backdrop advisors use when discussing rate-sensitive client portfolios. The preview of Jackson Hole and upcoming data gives a calendar of what the show expects to shape growth and policy expectations.
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