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.
PIMCO Warns a Wave of Defaults Is Coming for Low-Quality Borrowers
By Michael Mackenzie and Davide BarbusciaThe firm expects "significantly higher losses in lower-quality credit such as leveraged and private direct lending."
June 01, 2026
Jeremy Siegel: Market Shows 'Remarkable Resilience'Stocks continue to enjoy a premium to Treasurys, the economist says.
May 27, 2026
Gary Shilling: S&P 500 Could Drop 30% by Year-EndThe economist also sees a possible recession this year.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.
May 18, 2026
'Force Yourself to Take Some Profits,' Schwab's Sonders SuggestsThe strategist noted "a lot of really rapid-fire rotations and churn under the surface" of the stock market.
May 18, 2026
Morgan Stanley's Wilson Warns Stock Rally at Risk From Bond RoutThe firm expects a "meaningful" stock correction if bond market volatility inreases and long-term rates keep rising, Wilson writes.
May 13, 2026
Senate Confirms Kevin Warsh to Lead Fed in Narrowest-Ever VoteThe vote sets up a controversial leadership transition at the central bank and a test of its political independence.
May 06, 2026
Oppenheimer in Hot Water for Miscategorizing CMOs: FINRAThe firm was fined $250,000 for identifying securities from private entities as government agency bonds.