Posts by Mark Anderson

Bonds took a breather during the second quarter, as market participants reassessed their interest rate outlook on mixed economic data and a difficult-to-read Federal Reserve (the Fed). Mixed signals were the key to the equation as inflationary readings slowed, while remaining elevated as the services componentry proved sticky. Market expectations for Fed action started the…

Volatility and uncertainty stemming from the second largest bank failure in U.S. history roiled risk markets in March and spiked interest rate moves in what had been a relatively quiet start to the year. Fortunately, bank regulators put together a safety net that at least stemmed the bleeding in the sector, but the focus would…

As most investors look to put 2022 in the rearview mirror, we note that the fourth quarter ushered in positive performance across most of the fixed income landscape. Market participants are beginning to believe that the Federal Reserve and their central banking counterparts around the world might finally be doing enough to counter inflation. Read…

Bond yields continued their march higher as the Federal Reserve has been unrelenting in raising their target rate in their stance on wanting to curb inflation. Unfortunately, they are yet to be successful and many bond investors are choosing the sidelines versus the frontlines as monetary losses mount. The Bloomberg Aggregate Index was down about…