GW&K Taxable Bond Market Commentary – 2Q 2024
After an unsteady start to the quarter that saw upside surprises to both growth and inflation, evidence emerged that the lagged effects of tight monetary policy might finally be working.
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After an unsteady start to the quarter that saw upside surprises to both growth and inflation, evidence emerged that the lagged effects of tight monetary policy might finally be working.
Read ArticleMunicipal bond yields rose across the board in the second quarter, driven by elevated tax-exempt supply and Treasury market volatility.
Read ArticleLarge cap equities are still on a roll, posting their sixth gain in the last seven quarters. While higher-for-longer interest rates created a market headwind in the quarter, it was more than offset by the favorable impact of AI-driven growth, slowing inflation, a decent economy and solid earnings.
Read ArticleGW&K’s Director of Municipal Research, Sheila May, writes about the state of California's budget and why we remain comfortable with the state’s credit profile.
Read ArticleFollowing the dovish Fed pivot in December that opened the door to easing monetary policy for 2024, the fixed income market entered the year anticipating steep rate cuts beginning as soon as March.
Read ArticleThe year-end 2023 rally continued into the first quarter, but in a more muted manner.
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Bill Blase or Sara Minar
gwkinvest@wtblase.com | 212.221.1079