Source: Financial Times via @NateGeraci Talk about burying the lede: In a longish Financial Times piece about Franklin...
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The Federal Open Market Committee is meeting today. There is a lot to unpack here, but let’s get one thing straight: This is a...
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When you manage over $776 billion in global fixed-income, you pay attention to what is concerning your institutional clients. These days,...
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The transcript from this week’s MIB: Nathan Sheets, PGIM’s Chief Economist, is below. You can stream/download the full conversation,...
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This week, we speak with Nathan Sheets, chief economist and head of global macroeconomic research at PGIM Fixed Income, which manages...
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Source: WSJ From the really, really bad calls file: Last week, I showed this great chart by Torsten Sløk of Deutsche Bank. It...
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Luis Maizel travels the world looking for bonds to buy for his firm, LM Capital Group. He is the co-founder and senior managing director...
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This week, we speak with Luis Maizel, Co-founder and senior managing director at LM Capital Group, which manages over 4.2 billion dollars...
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Good primer from the WSJ: Amid a shaky marketplace, investors are eyeing the yield curve for signs of economic stability. History shows...
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This is fascinating: Paul Volcker made his mark as the inflation-defeating chairman of the Federal Reserve and in countless other...
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