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The news of President Biden dropping out of the presidential race has created a whole new layer of uncertainty into the market backdrop. Amid this volatility, we suggest focusing on an issue with more clarity: Fed rate cuts. In the first post of the Money in Motion blog series, Kevin Flanagan discusses how investors can strategically navigate rate cuts in their fixed income portfolios using a barbell strategy.
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President of Bianco Research, Jim Bianco, recently published his Q2 Investor Letter. Jeremy Schwartz and Jim Bianco recap the letter.
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Lately, a hot topic in the investment space has been the timing of when the UST curve could “un”invert. Kevin Flanagan outlines the dynamics behind yield curve movements, including the timing and factors that could cause the yield curve to move out of negative territory.
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It has been two years since the Treasury yield curve moved into negative territory, and the U.S. economy has yet to move into recession territory. Kevin Flanagan explores the relationship between inverted yield curves and recessions and discusses the current state of the labor market and its impact on the economy.
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At today’s FOMC meeting, the Fed kept rates unchanged, marking the seventh consecutive FOMC meeting where the policy makers decided to take no action on the rate front. With half of the FOMC meetings for the year in the books, Kevin Flanagan discusses the possibilities for the latter part of 2024.
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There is no doubt that fixed income markets have had a challenging start to the year. Behnood Noei highlights our Yield Enhanced U.S. Aggregate Bond Fund (AGGY) and why we believe it should be an integral part of core fixed income investors’ portfolios in the current market environment.
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