Global Central Bank Watch
June 3, 2024 — June is a key month for markets as nearly all the world’s major central banks are slated to meet and determine their policy stance and make any changes to interest rate policy and asset purchase programs. Outside of the Bank of Japan, the policy stance of the world’s major central banks has turned in a dovish direction, with the ECB slated to cut rates as soon as this month.
Featured Insights
Fixed Income
All Aboard the MBS Train
May 20, 2024 -- The agency MBS sector has emerged as one of the best relative valuation opportunities in the fixed income market over the past year. Given the stabilization...
Fixed Income
Weakening Data Signals a Downward Shift in Interest Rates
May 16, 2024 -- After rising in response to better than expected economic data through the first 4 months of the year, bond yields reversed course and fell sharply in May...
Fixed Income
All Eyes on Inflation this Week
May 13, 2024 -- The Bureau of Labor Statistics will release April CPI data on Wednesday. Consensus calls for an increase of 0.3% in core CPI and 0.4% in headline inflation...