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WealthManagement Update
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Fixed Income Solutions
 
Wealth Management Letter
 

May 22, 2017

Bond Market Endures Own Version of Price Stickiness

Bond trader's mantra is don't fear the fed as rate hikes ramp upThere is a point in the political risk narrative where bond traders just throw up their hands and give up.

FULL ARTICLE


Forget Trump. Muni Bond Rally About to Be Driven by Cash Tsunami

America's treasuries revolution in limbo with Mnuchin in chargeInvestors that want to put cash to work will find the most value on the long-end of the muni curve.

FULL ARTICLE


These Are the Bonds of Our Lives: Turkey to Securitize TV Dramas

After years of bankers engineering ways to invest in everything from David Bowie's album sales to dirty laundry, a bond sustained by Turks’ appetite for melodrama shouldn’t stretch the imagination.

FULL ARTICLE


Bond “Relief Rally” Reverses Course

Economic narrative: tales of the unexpectedInforma chief macro strategist David Ader says the unknowns of Trump’s budget-busting tax plan and muddled economic picture mean little conviction in the bond market.

FULL ARTICLE


Mnuchin’s Ultra-Long Bond Idea Is an Ultra-Longshot for Treasury

Economic narrative: tales of the unexpectedU.S. Treasurys are popular because they're safe and predictable. Fifty year or longer bonds changes that.

FULL ARTICLE



 

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