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Fiscal Futures: Gauging the Potential Impact of Post-Election US Policy
Published on November 21, 2024
We take an early look at how a new policy platform could factor into the US deficit and debt.
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Paul Tudor Jones: I Won’t Own Fixed Income
November 21, 2024
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
Opportunities Beyond the Traditional Bond Indices
November 21, 2024
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities which has worked well with periods of secular disinflation.