Are Agency Mortgage-Backed Securities Making a Comeback?
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain why the macro backdrop could be changing in favor of agency mortgages after the Fed’s annual meeting in Jackson Hole. Rea...
2 Syys 20255min
Market Outcomes of Fed’s New Course
In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasury yields and the U.S. dollar could react to the pos...
29 Elo 20259min
Breaking Down the Fed’s New Course
In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of the Jackson Hole meeting and the outlook for the U...
28 Elo 20259min
Could a Fed Rate Cut Affect Credit Quality?
Our Head of Corporate Credit Research Andrew Sheets discusses why a potential start of monetary easing by the Federal Reserve might be a cause for concern for credit markets. Read more insights from ...
27 Elo 20254min
Gen Z Trends That Could Disrupt Markets
Our analysts Adam Jonas and Alex Straton discuss how tech-savvy young professionals are influencing retail, brand loyalty, mobility trends, and the broader technology landscape through their evolving ...
26 Elo 202512min
How Stocks Could React to a Fed Pivot
Opinions by market pundits have been flying since Fed Chair Powell’s remarks at Jackson Hole last week, leaving the door open for interest rate cuts as soon as in September. Our CIO and Chief U.S. Equ...
25 Elo 20254min
What to Watch When Credit Spreads Narrow
Credit spreads are at the lowest levels in more than two decades, indicating health of the corporate sector. However, our Head of Corporate Credit Research Andrew Sheets highlights two forces investor...
22 Elo 20254min
AI Takes the Wheel
From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss how AI is revolutionizing the global auto industry....
21 Elo 202512min
