Investment analysis for yield and duration-focused investors
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...
Western Asset suggests Japanese government bond yields are rising for the first time in decades, prompting domestic investors to repatriate funds and signaling a shift in global capital flows.
As markets test the new Federal Reserve Chair’s resolve amid persistent inflation, rising long-dated US Treasury yields are amplifying duration risks for credit investors
Stories and events across the markets in recent weeks and a summary of Insight’s outlook for the major economies and fixed income asset classes.
Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?
The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.
Municipal bonds lost ground in July as yields rose, but strong investor demand continued to absorb record tax-exempt issuance and underlying credit fundamentals remained resilient. The Franklin Tem...
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