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The outlook for U.S. and global growth remains solid in 2018. However, the relationship between the improving U.S. economy, the Fed funds rate, and the benchmark 10-year Treasury yield is somewhat of an enigma.
Mind the yield gap
Italy’s political fragments
Oil bubbles up
Investors seeking strategies to diversify away from corporate credit and interest-rate sensitive sectors may consider prepayment risk.
Fixed Income Outlook | Q1/2018
Equity Outlook | Q1/2018
Capital Markets Outlook | Q1/2018