GSY News and Press, Invesco Ultra Short Duration From 05/12/24

2024-05-12 07:00:00 ET Summary Hotter-than-expected inflation has put the Fed on a higher for longer policy path. The CPI has been rising consistently at roughly 3.5% since summer 2022, posing a disinflationary concern. The CPI has been on a linear upward trajectory for 19 mon...

2024-05-10 09:10:00 ET Summary The ClearBridge Recession Risk Dashboard shows progress as wage growth indicator moves from red to yellow. With this cooling of wage growth, you’ve seen this move from red to yellow, and ultimately this is a positive dynamic that would help co...

2024-05-08 15:55:00 ET Summary Why is market performance and market sentiment on a divergent path? Should investors be positioned for risk? Hard data vs soft data: How is the U.S. economy actually performing? While equities have had a positive performance yea...

2024-05-08 15:15:00 ET Summary Coming into this year, it’s safe to say that all the attention within the money and bond markets was on Federal Reserve rate cuts. If the whole rate hike narrative hadn’t been re-introduced, the focus probably would have been on the Fed...

2024-05-08 12:30:00 ET Summary Dovish remarks from the Federal Reserve and a cooler-than-expected US jobs report strengthened the case for a coming interest rate cut. Are we seeing the “economic softening” needed to get inflation completely under control, or are we s...

2024-05-08 08:40:00 ET Summary This past week saw the release of a raft of important economic data which, in combination with the FOMC’s decision, have important implications for the path of interest rates through 2024. In the middle of the data releases, the FOMC met on Tu...

2024-05-08 06:30:00 ET Summary How the latest jobs report could help the Fed and interest rates. US rate cut timeline: How close are we? Why Canada's productivity is struggling. ... Read the full article on Seeking Alpha For further details see: W...

2024-05-08 05:00:00 ET Summary We believe spring is an opportune time, given significant moves in bond yields and currencies thus far in 2024. Stocks, bonds, currencies and commodities have made significant moves in the past few months. Emerging markets are unlikely to rebound...

2024-05-07 11:30:00 ET Summary Comparing the three-month annualized moving average to the six- and 12-month figures highlights a marked acceleration across all US inflation measures. The Fed’s press conference following the policy meeting was remarkably dovish. So far, ...

2024-05-07 04:45:00 ET Summary April was a rough month for investors, but the rebound in asset prices in the early days of May has revived expectations that the worst has passed. Deceleration in economic activity could come back to bite if the slowdown has substantial downside mom...