Macro Strategy: Maturity vs Yield: The Reinvestment Effect
Macro Strategy Maturity vs Yield: The Reinvestment Effect. Large SBN maturities support lower yields, but sustained declines require favorable...
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BRIDS Monthly Update Economic & Fixed Income Research July 2026
Global financial markets remain dominated by expectations of tighter US monetary policy despite resilient economic growth.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Aug 3, 2026
Fed Chairman Kevin Warsh has introduced an ambitious reform agenda, but markets are still waiting for these changes to translate into actual policy...
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Macro Strategy: Crossroads and Headwinds
Macro Strategy Crossroads and Headwinds: Hawkish Fed signals, rising Treasury term premia, and geopolitical risks continue to build headwinds and...
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Jul 27, 2026
Hawkish Fed signals, rising Treasury term premia, and geopolitical risks continue to build headwinds and elevate market volatility.
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