Lawrence Gillum

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Unpacking The Treasury Rout Trifecta Post Trump Victory

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For a Treasury market that was already reeling, Trump's victory has put additional pressure on rates.

What Scares Us About The Economy And Markets

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As Halloween approaches, there are several risks that scare us and may lead to increased market volatility in the months and years ahead.

The Return Of The Treasury Term Premium

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Rising term premiums could indicate markets are betting on higher government deficits depending on election odds.

Preferred Securities: Still Our Preferred Non-Core Bond Sector

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The LPL Research Strategic and Tactical Asset Allocation Committee maintains its positive view on preferreds.

Can Muni Investors Catch A Break? We Think So.

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We could see a smoother path for munis to finish up the year.

Interest Rates: What Is Normal?

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Inflation is trending in the right direction and the Fed could be near or at the end of its rate-hiking campaign.

How This U.S. Debt Downgrade Is Different From 2011

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The rating downgrade itself will likely not have any material, sustained impact on U.S. government debt or markets broadly.

Market Responses To Fed (In)Action

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With the Fed seemingly pushing out rate cuts, markets are probably going to be volatile over the next few quarters.

Will History Rhyme? A Fed Pause Has Been Good For Fixed Income

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Historically, core bonds, as proxied by the Bloomberg Aggregate Bond Index, have performed well during Fed rate hike pauses.

Who Is Right, Fed Or Markets?

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The markets are pricing in several rate cuts by the end of this year, while the Federal Reserve communicated more rate hikes.

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