David Woo believes that President Trump will push for a deal to shore up his chances of re-election.
The two banks pull down yield forecasts, anticipating the China trade war hit and the dovish shift by central banks.
If Jerome Powell is right, U.S. Treasurys may be particularly vulnerable to a selloff.
Vanguard plans a 0.2 percent to 0.5 percent allocation to China bonds.
Interest rates always matter, but investors will also watch the unwinding of the Fed’s bond portfolio.
Despite recent downturns in equities, central banks are still quite accommodative.
Bank strategists have created a model aimed at gauging the timing and severity of the next financial crisis.
An inversion has preceded U.S. recessions in the past, and some Fed officials have expressed concern about that happening.
The narrative on developing nations appears to have done a 180 in recent weeks.
CEO James Gorman said he sees no existential crisis for the European Union.
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