Posts tagged ‘mortgage’

Fixed Income Outlook: Sector by Sector

A few weeks ago, I posted some thoughts on what’s ahead for fixed income in 2014. Here are a few thoughts on specific sectors. You can click here to read our overall outlook for fixed income in 2014.

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The Fed’s Lone Dissenter

Last week’s Fed meeting was fairly innocuous. They kept rates where they were. They kept their QE in place. The language in the press release didn’t change much. Yet the one thing that struck me was the almost unanimous decision. At this meeting, as with the last several meetings, Jeffrey M.…

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