Fixed Income

AI just sold more bonds in eight months than in all of 2025

The borrowing binge is dragging real yields to heights not seen in over a decade

AI just sold more bonds in eight months than in all of 2025

Franklin Templeton stays bullish on equities as earnings growth tops 20%

Strong corporate fundamentals and an AI-driven portfolio tilt underpin the asset manager's August 2026 outlook

Franklin Templeton stays bullish on equities as earnings growth tops 20%

What moderating, but elevated, inflation means for the US economy, US markets

Neil Shankar and Kevin Headland discuss the likelihood of any Fed action as CPI cools

What moderating, but elevated, inflation means for the US economy, US markets

Schwab clients turn bullish on US stocks as confidence surges in Q3

Sentiment survey shows investor bullishness nearly doubled from Q2, as traders grew more optimistic despite overvaluation concerns

Schwab clients turn bullish on US stocks as confidence surges in Q3

What another Fed hold, with hawkish dissent, tells us about US fixed income

The decision to keep rates steady may hold the seeds of a hike in September, says Michael Greenberg

What another Fed hold, with hawkish dissent, tells us about US fixed income

US Federal Reserve makes rate decision

Markets pulled back in the leadup to the announcement as oil prices rose

US Federal Reserve makes rate decision