Fixed Income Research
By:
Abstract: The AI Debt Deluge: Downgrade Risk, Not Default Risk – If You Own the Right Structure While inflation, the Fed, and the deficit have largely dominated rate news over the past twelve to eighteen months, the credit side of the fixed income market has been defined by the growing…
Abstract: 30-Year Yield Nears 20-Year Highs, and It Isn’t Just About the Fed The 30-Year yield breached the 5.2% level recently, its highest level since 2007, and has remained above 5% since early July. While this persistently high yield on the long bond has been largely due to the erosion…
Abstract: Much has been written about the wealth and income gap that has developed among US households over the last several years, and the impacts of this gap on household spending patterns. However, the financial consequences of the k-shaped economy are now showing up as well. The consequences of a…
