Striking a Balance
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2014 Mid-Year Review & Second Half Outlook
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Spanish 10 year yielding 2.47% today vs US 10 year at 2.51%...not the first time this has happened this year, just worth noting.
Loan market demand–Institutional investors (CLO market) closed 2Q14 with $37B of demand according to Fitch. Retail redeemed $6B+
RT @VirtusUpdates: Stephen Hooker-Newfleet’s head of foreign research-talks inflation, interest rates, & his biggest second half concern ht…