Featured Insights
High Rates, Tight Supply: Housing’s 2025 Balancing Act
January 13, 2025 -- The US housing market faces a delicate balancing act in 2025, influenced by lingering effects of the pandemic and persistently high mortgage rates.
The Starting Line for the US Yield Curve
January 6, 2025 -- Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium. The market...
Fixed Income Year in Review
December 17, 2024 -- As the year comes to a close, we revisit some of the key market themes and moves for 2024.