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Global Fixed Income Bulletin  •  May 13, 2024

All Not So Quiet on the Western Front 

Broad Markets Fixed Income Team
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.

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Global Fixed Income Bulletin  •  Apr 10, 2024

We’ll take your word for it 

Broad Markets Fixed Income Team
Bonds seem to be much more attractive now than they were in early January. The Broad Markets Fixed Income Team explains.

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Global Fixed Income Bulletin  •  Mar 12, 2024

Decision Time 

Broad Markets Fixed Income Team
Yields were broadly higher across the globe in February, as market participants recalibrated their expectations for rate cuts this year. The Broad Markets Fixed Income Team explores the impact on markets.

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Global Fixed Income Bulletin  •  Feb 15, 2024

Bonds Take a Breather? 

Broad Markets Fixed Income Team
After the bond market’s stunning fourth quarter performance it was not much of a surprise that bond yields went up. Where do they go from here? The Broad Market Fixed Income Team explores.

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Global Fixed Income Bulletin  •  Jan 12, 2024

And the Beat Goes On, But for How Long? 

Broad Markets Fixed Income Team
December’s stunning bond market performance was a fitting end to a roller-coaster year. Now comes the hard part. The Broad Markets Fixed Income team explains.

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Global Fixed Income Bulletin  •  Nov 30, 2023

Whiplash! 

Fixed Income Team
November was a bond market for the history books. Now, the question is, where to from here?

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Global Fixed Income Bulletin  •  Oct 31, 2023

Another October Shocker: Déjà Vu? 

Fixed Income Team
Fixed income markets remain challenging, making it difficult to have a high degree of confidence about what will come in 2024. What does it mean for investors?

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Global Fixed Income Bulletin  •  Sep 30, 2023

September Slump! A "Real" Story 

Fixed Income Team
After modest underperformance in August, bond yields across the world rose dramatically in September. Is it real? The Broad Market Fixed Income team explores.

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Global Fixed Income Bulletin  •  Sep 01, 2023

Higher for longer, yes, but not much higher 

Fixed Income Team
The Broad Markets Fixed Income team explains why they believe we are still close to the end of the rate hiking cycle, but why rates may remain range bound until the data proves otherwise.

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Global Fixed Income Bulletin  •  Jul 31, 2023

We’re All Data Dependent Now 

Fixed Income Team
U.S. recession risk keeps receding, with many analysts, including the Fed research staff, now saying the highest probability scenario is no recession at all. But, despite this increased optimism, inflation has been behaving well. The Broad Markets Fixed Income team explains why this can be good for financial assets in their monthly outlook.

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Global Fixed Income Bulletin  •  Jul 14, 2023

Are we there yet? 

Fixed Income Team
Crunch time will arrive later in 2023 as the cumulative effects of central bank tightening continue to bite and residual strength from pandemic fiscal policy support wanes if not disappears. Recession risks remain, but in our view, remain overblown.

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Global Fixed Income Bulletin  •  Jun 14, 2023

Underpromise and Overdeliver  

Fixed Income Team
Expectations for the month of May were set low for the U.S. economy, but even with all the volatility during the month, the U.S. economy appeared to come out stronger. The Broad Markets Fixed Income team explores.

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Global Fixed Income Bulletin  •  May 15, 2023

Is the Tide Turning? 

Fixed Income Team
After the woes of March, investors were gifted with a relatively mellow month in April. Yet given continued uncertainty, the Fixed Income Team recommends remaining flexible.

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