Investment analysis for yield and duration-focused investors
Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.
A softer US dollar faces near-term headwinds, but resilient growth, elevated yields, and geopolitical risks suggest a bear market is not yet here.
Franklin Templeton Institute finds valuations across fixed income sectors becoming more attractive, with all-in yields approaching compelling levels—a signal to consider moving from a short-duratio...
In this third quarter update, Western Asset believes global fixed-income markets continue to navigate a complex backdrop as resilient growth, elevated inflation, hawkish central-bank pricing and th...
How spread tightness requires a more thorough search for value, even among less loved sectors.
The July Consumer Price Index rose 0.1% and core inflation was up 0.2%, which Schwab experts say may keep the Fed on hold. A $42 billion 10-year Treasury auction is on tap today.
Is the US skating on ever thinner fiscal ice after adding $2.5 trillion—and counting—to its debt pile over the last year?[i] Many think so, especially as 30-year Treasury yields punctured 5%, hitti...
If you will, come with us in our DeLorean in a time travel fever dream to July 14, 2026, the day June’s US Consumer Price Index (CPI) inflation report hit. Open any financial website not named Mark...
Copyright © 2026 Markets Recon. All Rights Reserved.
