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Credit spreads are at historically tight levels, which puts us off credit bets in fixed income. Munis may have relative value based on relative movements between their yields and Treasuries. It's ...

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Welcome to the November edition of the Easy Income Portfolio Review—our steady hand amid the noise, focused on what actually puts cash in the account each month. While markets remain obsessed with ...

The macro tape continues to reward patience. Growth is slowing from the summer pace while inflation progress remains uneven. The term premium drifted higher again during late September which kept ...