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.
Fear Keeping Investors’ Cash Levels High: Merrill Survey
By Michael S. FischerFund managers worried about a shock coming from bond markets or central banks.
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.
July 14, 2017
JPMorgan Just Had the Most Profitable Year in the History of BankingStocks drop across finance industry as earnings season begins; Earnings bring us back to the underlying results: analyst.