Bond Insights

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Bond Insights

Credit quality in the muni market likely has peaked, but we believe states' strong rainy-day funds and other attributes will lend stability in the near term.
Market Commentary

Bank loan income may decline if the Federal Reserve cuts interest rates. That doesn't mean investors should avoid them altogether, but it's important to understand the risks.
Bond Insights

With the Federal Reserve poised to begin cutting interest rates this year, the dollar may drift generally downward. However, its performance against individual currencies may vary widely.
Bond Insights

Overall, we expect corporate bonds to deliver positive returns in 2024, but we remain cautious about the potential for a downturn in the economy to have a negative impact on lower-rated bonds.
Market Outlook

Although some volatility may continue, we believe interest rates have peaked. We expect lower Treasury yields and positive returns for investors in 2024.
Bond Insights

Treasury yields have dropped as weak economic data suggests the Federal Reserve may begin cutting the federal funds rate target earlier than previously expected.
Market Commentary

While bond prices are generally down, the income they provide is up, providing potential opportunities for fixed income investors.
Bond Insights

With the Federal Reserve poised to change direction, investors who have been investing in very short-term securities may soon face "reinvestment risk."
Bond Insights

As the Federal Reserve signals it will keep interest rates higher for longer, the market appears to be reflecting the uncertainty about the path of policy going forward.

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