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Why Bonds Belong—Especially After Fed Rate Cuts
Historically, Fixed Income Outperforms Cash for Years after the Cutting Cycle Begins 1
Double-Digit Fixed Income Returns Have Followed Past Fed Cuts 2
More to Know
Macro Signposts highlights weekly takeaways from the data analysis conducted by our team of economists and other experts.
The path of U.S. monetary policy from here likely depends heavily on labor market developments.
Macro Signposts highlights weekly takeaways from the data analysis conducted by our team of economists and other experts.
Macro Signposts highlights weekly takeaways from the data analysis conducted by our team of economists and other experts.
Former Federal Reserve Vice Chair Richard Clarida charts key signals for interest rates and the economy – and what they could mean for investors.
Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risks to global economic growth and inflation.
The Federal Reserve cited increasing risks to the U.S. labor market as a reason to ease monetary policy.
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.
Investors should approach private investment grade (IG) credit with a focus on risk-adjusted returns versus liquid IG, while seeking to maintain a core IG trait: limited impairment risk.
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
We focus on high quality investments with compelling yields in an environment of elevated uncertainty.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Macro Signposts
