As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...
As demand from banks and other real money investors returns (and money market demand wanes), agency mortgage-backed securities are poised to benefit.
The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others.