Fixed Income
News and analysis of fixed income markets including the key factors affecting performance such as interest rates, Federal Reserve policy and the state of the economy.
Bob Doll Sees Stocks Rising; Scores His 10 Predictions
By Bernice NapachNuveen's top equity strategist acknowledges investor worries but expects global growth will be strong enough to push equities even higher.
July 20, 2017
Bill Gross: Bloated Central Banks’ ‘Curveball’ Threatens Global EconomyThe more levered an economy is, the more sensitive it is to shifts in short-term interest rates and a flat yield curve, he argues.
July 18, 2017
BofA, Goldman Sachs Reverse Roles With Core Business LetdownsBank of America beats on trading while Goldman boosts lending; both firms stocks jumped more than 30% after Trumps election.
July 17, 2017
Liquid Asset Rules Chill Bond Market: SIFMA WitnessAnother witness tells a House panel that low rates may be the real icemaker.
July 17, 2017
Merk: What Does Fed’s Shrinking Balance Sheet Mean for Stocks, Bonds & Gold?Merk expects the Federal Reserve to make a formal announcement this September about reducing its $4.5 trillion balance sheet.
July 17, 2017
Bond ETFs Are Hotter Than They’ve Ever BeenInflows are rising along with the proliferation of new fixed income ETFs, including smart beta funds.
July 14, 2017
Roubini: 4 ‘Unappealing’ Options for Central Banks in Next RecessionNouriel Roubini says central banks in advanced economies will have no choice but to plumb the zero lower bound.
July 14, 2017
Big Banks Continue Winning Streak, With Street at LeastU.S. banks reporting earnings Friday lengthened their streak of surpassing or matching expectations which, to be fair, are managed by bank executives.