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With Russia-Ukraine and the global spillover, inflation, and the changing Fed, there is no shortage of volatility catalysts in the market this week. The two-year chart this week even looks like a V.…

First, we want to extend our thoughts to those who are impacted by the Russian invasion of Ukraine. This Brief is meant to discuss the impacts of all events on bond markets, but we do so without…

What was a boring week for bond investors headed into Thursday’s CPI data release became a bit more exciting as the probability increased that the Fed will move rates higher and faster than…

When the Fed sneezes, global rate markets tend to catch a cold. This week rates were sent higher on the back of higher global inflation data and the path set out by Powell and the FOMC last week.

At this week’s FOMC meeting, Federal Reserve Chair Powell cemented the first of a series of rate hikes will begin in March. Between the geopolitical situation in the Ukraine, political situation in…

As we mourn the passing of Texas-born, 70s rock singer, Michael Lee Aday – better known as Meat Loaf – investors are mourning the loss of their two main guideposts: The Fed and the U.S. Federal…

Minutes from the FOMC meeting in December showed a much more aggressive stance towards unwinding stimulus in the coming month, leaving fixed income investors to reprice their expectations for rate…

Federal Reserve Chairman Powell and the FOMC sped up the tapering process and introduced potentially three rate hikes into 2022 to stem off inflation. The question on investors’ minds is whether…

Better jobs data and worse inflation data push the Fed to accelerate tapering as the market prices in an earlier hike in 2022.