DWS' Staples on Yield Curve: Macro Matters

“You want to buy the security based on this yield, but you have to protect against the risks,” says Mike Vranos, CEO and founder of Ellington Management Group. “What you see is many investors just ignore the option they’re short or, in the extreme example, they ignore the left ta ...  Show more

“’Co-op first, ask questions later’ is down a bit from its peak, though not dead,” observes John Sobolewski, Global Chair of Latham & Watkins’ Liability Management Practice, as he addresses the latest dynamic between debtors and lenders in distressed situations. In this episode, ...  Show more

Heading into the end of the year, questions remain around Treasury yields and the neutral interest rate.

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Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Chief Global Economis ...

The recent rise in long term yields and economic tightening raises the question of how restrictive U.S. financial conditions have become.

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Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Chief Global Economis ...

The Catalyst/Millburn Hedge Strategy Fund employs a strategy based on their prediction that interest rates will remain steady due to high prices, and the Federal Reserve won't cut rates soon.

We explore how their trade is structured, the macroeconomic insights drivin ...

<span style= "font-size: 11.0pt; font-family: 'AvenirNext LT Com Regular',sans-serif; mso-bidi-font-family: Calibri; mso-fareast-language: EN-GB;"> Capital Group economist Darrell Spence discusses his outlook for U.S. interest rates, inflation and the economy ...