Our Fixed Income Focus looks at how post-election volatility has left yields lower and stocks higher. As the reflation trade unwound, the Treasury...
John Canavan
Recent Posts
US | Election uncertainty keeps markets focused on risks
Posted by John Canavan on Sep 28, 2020
Markets are pricing in greater volatility around the presidential election as a surge in mail-in votes raises the odds of a delay in declaring the...
US | Lethargic Treasury trade persists despite equity losses
Posted by John Canavan on Sep 25, 2020
Our Fixed Income Focus looks at a lethargic Treasury trade persisting despite equity losses. Bonds led Treasury yields lower, but the...
US | Election cycle provides few clues for Treasuries
Posted by John Canavan on Sep 15, 2020
The presidential election cycle this year has had minimal effect on Treasuries, which is not unusual.
Historically, we find election cycles do not...