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Brexit & Bonds | Bond Market Perspectives | June 28, 2016
High-quality bond strength is unlikely to fade soon, if history is a guide.
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ECB Corporate Purchase Program | Bond Market Perspectives | June 7, 2016
The ECB’s corporate bond purchase program will officially kick off this week, but potential impacts have largely been priced in by the market.
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High-Yield Bonds Still Dependent on Oil | Bond Market Perspectives | May 31, 2016
High-yield bond strength has continued largely due to additional oil price gains. We find high-yield bonds fairly valued and see further gains as limited.
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The Great Bond Sell-Off of 2015: Repeating In 2016? | Bond Market Perspectives | May 24, 2016
Improving economic growth and rising Fed rate hike risks make the current bond market environment similar to 2015.
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Time to Buy Mortgages | Bond Market Perspectives | May 17, 2016
MBS valuations are near the post-recession average, but the asset class offers more yield per unit of duration than other highquality options.
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Bonds in an Election Year | Bond Market Perspectives | May 10, 2016
Classic drivers of bond yields, most notably the Fed, hold much greater influence over the course of interest rates and potential bond market returns.