Yields on five-year notes have climbed more than 20 basis points from a low of about 4.20% just under three weeks ago.
A growing share of homes have loans closer to the prevailing rate.
Managers can't create the bonds fast enough to meet demand.
Strategist Savita Subramanian sees "tremendous opportunities" over the next five to 10 years in large value shares.
The so-called core personal consumption expenditures price index increased 0.1% from the prior month.
“All this tightening will eventually slow the economy," he said.
The firm's thinking is that a slowdown is likely.
The data shows how the Fed's interest rate policy has tempered demand.
Investors have been scouring economic data and Fed officials' remarks for clues on the timing of Fed easing.
The firm's liquidity gauge has been "steadily improving," JPMorgan strategists said.
AI is accelerating the decades-long growth of the internet and digital infrastructure.
The nonpartisan Congressional Budget Office last week upped its deficit estimate for 2024 to almost $2 trillion.
Issuance of catastrophe bonds is set to hit a record this year.
The market's growing view is that the so-called neutral rate is higher than previously believed.
A resilient economy has set up subpar performers for future success, equity manager Caroline Randall said.
It's the latest sign of how Federal Reserve rate hikes aren't cooling down some markets.
The bets underscore momentum in the market for a cut.
Underlying the rebound is investors' belief that the Fed will be cutting rates sooner and more than expected.
They prefer to invest in crypto, alternatives and real estate.
Mortgage rates move in tandem with Treasury yields, which also declined notably last week.