Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.
In this short video, Voya IM’s Dave Goodson, Head of Securitized, and Greg Goodson, CFA, Fixed Income Portfolio Specialist, discuss how fewer expected interest rate cuts, potential tariffs and a persistently robust economy may impact the securitized credit market in 2025.
Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.
As demand from banks and other real money investors returns (and money market demand wanes), agency mortgage-backed securities are poised to benefit.
Fed Chair Powell puts stagflation in context: GDP is bubbling along and inflation is on a yearlong cooling path, giving bond investors reason for optimism.