Viewpoints about Interest Rates
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The U.S. economic recovery: a challenging short-term outlook as growth stalls
The U.S. economic recovery seems to have stalled. Is the impact of fiscal spending and lower interest rates waning?
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Floating-rate funds: why now?
With interest rates near zero or negative throughout much of the world, why should investors looking for yield turn to floating-rate notes? It turns out they provide meaningful yield and senior credit standing while planting the seeds for protection against eventual inflation and rising rates.
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After the election: key early economic takeaways and positioning
With the winner of the 2020 presidential race still to be determined, we assess the market's initial reaction and the election's likely implications for different equity sectors and bonds.
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Understanding how monetary and fiscal policies can work together
While the U.S. monetary and fiscal policy responses to the pandemic have been massive, further efforts on the fiscal side have stalled. We explore the differences between the two.
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Inflation, inflation targeting, and your portfolio
Why does inflation matter for your portfolio? We review inflation basics, outline how Fed policy is designed to manage inflation, and address inflation's effects on the economy and markets.
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In focus: U.S. inflationary forces
Recessions aren't typically associated with inflationary pressures, but that's the environment we find ourselves in. Find out why.
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U.S. bank outlook brightens as borrower health improves post-lockdown
Although U.S. banks were seen as a weak spot in the economy just a few months ago, they’ve since become a catalyst for recovery as borrower health improves.
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U.S. jobs report stuns—hello V-shaped recovery?
A robust jobs recovery in May caught investors by surprise. Can investors take this as a sign that the worst is over?
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U.S. bank stocks offer untapped potential—once the economy returns to normal
U.S. banks face declining interest rates, borrowers under stress, and a weak economy. Yet recent earnings results indicate banks may be well positioned to recover.
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What is modern monetary theory?
There’s been lots of talk about it, but just what is modern monetary theory? Learn both sides of the debate on an unorthodox approach to economic policy.
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