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Income Report Card | August 7, 2017

Posted on August 7, 2017

The 10-year Treasury yield fell to 2.24% and continued to flatten after a period of steepening over the past several weeks. While parts of the U.S. market hit all-time highs, the growth in stocks was not as synchronous as it has been this year. We think this might be a signal that the bull market […]

Income Report Card | July 25, 2017

Posted on July 25, 2017

The 10-year Treasury yield dropped to 2.27%. Over the past week, duration outperformed credit, continuing a streak for government bonds outperforming credit. There isn’t a very clear path for rates as they stay at the top end of the current range. We think any changes in this range will help develop a better understanding of […]

Momentum | June 13, 2017

Posted on June 13, 2017

Our Observations: Stocks have taken a brief pause from their recent push this week while bonds took the lead. Short-term trends have favored bonds as the 10-year Treasury has gone from 2.42% to 2.21% in the past month. Foreign bonds have done even better as the euro has appreciated relative to the dollar. However, we […]