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Munis/S&L tax exempt

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Updating Our Return Forecasts

We update our 12-month return projections for different US fixed income sectors in soft-landing and recession scenarios.

US Bond Strategy by Ryan Swift
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Recession Required For More Curve Steepening

Our Portfolio Allocation Summary for October 2024.

US Bond Strategy by Ryan Swift, Robert Timper
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Cuts Are Coming, But At What Pace?

Our Portfolio Allocation Summary for September 2024.

US Bond Strategy by Ryan Swift, Robert Timper
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Tracking Labor Market Momentum

Our Portfolio Allocation Summary for August 2024.

US Bond Strategy by Ryan Swift, Robert Timper
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Municipal Bonds: Are The Higher Yields Worth It?

We calculate expected returns for several different US fixed income sectors with a focus on how municipal bonds stack up against the investment alternatives.

US Bond Strategy by Ryan Swift
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Trump Versus Macro

Our Portfolio Allocation Summary for July 2024.

US Bond Strategy by Ryan Swift, Robert Timper
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Looking For Two Cuts This Year

Our Portfolio Allocation Summary for June 2024.

US Bond Strategy by Ryan Swift
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Timing The Breakout In Bond Yields

Our Portfolio Allocation Summary for May 2024.

US Bond Strategy by Ryan Swift
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Recession Postponed

Our Portfolio Allocation Summary for April 2024.

US Bond Strategy by Ryan Swift, Robert Timper
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Take Profits On Inflation Hedges

Our Portfolio Allocation Summary for March 2024.

US Bond Strategy by Ryan Swift

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Corporate Bonds Gov Agencies Gov Local Authorities Gov Sovereigns/Treasurys Inflation Protected Investment Grade Securitized Products Yield Curve See more Topics