Fixed Income

Displaying 3237 results
Inflation forecast surges to 6% for Q2, boosting odds of Fed rate hike
FIXED INCOME MAY 15, 2026
Inflation forecast surges to 6% for Q2, boosting odds of Fed rate hike

Estimates jump 100% as forecasters see elevated price pressures persisting well into the year, rattling bond markets.

By Leo Almazora
Wells Fargo Investment Institute warns that US debt trajectory is serious, but not a crisis yet
FIXED INCOME MAY 14, 2026
Wells Fargo Investment Institute warns that US debt trajectory is serious, but not a crisis yet

Washington's borrowing binge is unsustainable long-term, but Treasuries remain a cornerstone of global portfolios.

By Steve Randall
BlackRock says bond investors can earn 6%+ as geopolitical shocks reshape markets
FIXED INCOME MAY 13, 2026
BlackRock says bond investors can earn 6%+ as geopolitical shocks reshape markets

Asset manager urges “dynamic patience” as higher yields and wider dispersion boost active fixed income.

By Steve Randall
April budget surplus falls short as refunds dent tax season gains
FIXED INCOME MAY 12, 2026
April budget surplus falls short as refunds dent tax season gains

A $43 billion drop in the federal surplus signals that new tax breaks are reshaping how much Washington collects – and keeps.

By Leo Almazora
Capital reform push could restore Wall Street’s edge in global markets
WIREHOUSES MAY 07, 2026
Capital reform push could restore Wall Street’s edge in global markets

Proposed reforms may boost US banks’ competitiveness while reshaping global capital markets.

By Steve Randall
Powell refuses to leave: Trump's legal assault on the Fed forces an unprecedented stand
FIXED INCOME APR 29, 2026
Powell refuses to leave: Trump's legal assault on the Fed forces an unprecedented stand

In a historic break from tradition, the outgoing chair says he will remain on the Fed's board after his term expires — because the administration's attacks on the institution have left him no choice

By Matthew Sellers
Federal Reserve again shrugs off Trump pressure, keeps interest rate steady
FIXED INCOME APR 29, 2026
Federal Reserve again shrugs off Trump pressure, keeps interest rate steady

Outgoing Fed Chair Jerome Powell continues to resist President Donald Trump's calls to cut interest rates.

By James Rogers
Bond ETFs take on expanded role as BlackRock report highlights shift in portfolio construction
ETFS APR 28, 2026
Bond ETFs take on expanded role as BlackRock report highlights shift in portfolio construction

New research says fixed income ETFs now underpin income, liquidity, and resilience in modern portfolios.

By Steve Randall
Advisors not buying Dalio's stagflation argument. Nor are they ignoring the threat.
EQUITIES APR 28, 2026
Advisors not buying Dalio's stagflation argument. Nor are they ignoring the threat.

Famed fund manager Ray Dalio made his case for stagflation on CNBC on Monday. But not all wealth managers agree with the market guru.

By Gregg Greenberg
Dalio warns Warsh against cutting rates amid stagflation risk
FIXED INCOME APR 27, 2026
Dalio warns Warsh against cutting rates amid stagflation risk

Bridgewater's founder argues the US is in a stagflationary period, and that the Fed's next chair would damage the central bank's credibility by lowering borrowing costs.

By Leo Almazora
BlackRock flags AI, energy shocks and diversification as defining forces for 2026 markets
EQUITIES APR 24, 2026
BlackRock flags AI, energy shocks and diversification as defining forces for 2026 markets

Investment outlook highlights resilient earnings, sticky inflation, and shifting global opportunities.

By Steve Randall
Stocks surge toward records on US-Iran hopes, corporate earnings
EQUITIES APR 14, 2026
Stocks surge toward records on US-Iran hopes, corporate earnings

Markets climb on de-escalation hopes and earnings strength, even as oil and yields threaten outlook.

By Steve Randall
Kevin Warsh would be the richest Fed chair ever, disclosures show
FIXED INCOME APR 14, 2026
Kevin Warsh would be the richest Fed chair ever, disclosures show

His divulged net worth easily eclipses current Chair Jerome Powell's, though holdings in venture capital, private funds, and crypto make the exact number hard to pin down.

By Leo Almazora
Markets brace for prolonged volatility as Middle East tensions reshape global investment outlook
EQUITIES APR 14, 2026
Markets brace for prolonged volatility as Middle East tensions reshape global investment outlook

Energy shocks, rising yields and shifting ‘defensives’ signal a new stagflationary playbook.

By Steve Randall
Will the market test President Trump's new Fed Chair? More importantly, will he pass?
EQUITIES APR 13, 2026
Will the market test President Trump's new Fed Chair? More importantly, will he pass?

Here's what advisors are saying and doing ahead of Kevin Warsh's ascension to Fed Chair in May.

By Gregg Greenberg
Markets look past US-Iran tensions with inflation, bank profits in focus
EQUITIES APR 10, 2026
Markets look past US-Iran tensions with inflation, bank profits in focus

While geopolitical strain persists, some key sectors highlight market resilience.

By Steve Randall
Fed minutes reveal widening policy divide as inflation risks cloud rate-cut outlook
EQUITIES APR 09, 2026
Fed minutes reveal widening policy divide as inflation risks cloud rate-cut outlook

Investors face murky path as Fed weighs inflation persistence against growth risks.

By Steve Randall
Iran-US ceasefire under strain as Hormuz closure rattles energy markets
EQUITIES APR 08, 2026
Iran-US ceasefire under strain as Hormuz closure rattles energy markets

Oil prices remain more than 40% above pre-war levels and ship traffic through the Strait of Hormuz has barely recovered, as the US-Iran ceasefire frays amid competing claims over its terms.

By Leo Almazora
Goldman's private credit fund sidesteps redemption crunch that hit rivals
ALTERNATIVES APR 08, 2026
Goldman's private credit fund sidesteps redemption crunch that hit rivals

With more than $8 billion trapped across the industry and rivals capping withdrawals, the firm is now moving to capitalize on easing competition among lenders.

By Leo Almazora
Jamie Dimon's three-pronged warning: Iran inflation risk, private credit cracks, and AI's unknowns
EQUITIES APR 06, 2026
Jamie Dimon's three-pronged warning: Iran inflation risk, private credit cracks, and AI's unknowns

The JPMorgan chief''s annual letter points to the '70s oil-shock recession, private credit losses running "a little higher than they should be," and "second- and third-order effects" from emerging AI technology.

By Leo Almazora