Financial Markets

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Global Bond Strategy

Third Quarter 2020

Interest Rates: A Growth Story

 

Real growth drives real interest rates. The Pandemic may limit growth as consumer behavior changes. US interest rates may stay low for more than a decade.

  • Growth vs. Politics

    Equity risk is rising as politics is trumping a slowing global economy.

  • Elevating risk.

    Politics and time

    are conspiring to force the Fed to lower interest rates.

  • Tight and Loose.

    The US economy is buoyed by the consumer while manufacturing bares the burden of the trade wars.

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