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Top related persons:
Luis Alvarado - 4 Alvarado - 3 Leslie Falconio - 2 Wells Fargo - 2 Falconio - 2 He's - 2 Jones - 1 Fannie Mae - 1
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Wells Fargo UBS Americas Wells Jackson Hole , Wyoming Treasurys
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Federal Reserve - 3 MBS - 2 UBS - 2 Investors - 2 AAA - 2 Treasury - 2 Investment Company Institute - 1 Schwab Center - 1

Search resuls for: "Luis Alvarado"


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☆ This sector is loved by Wall Street for its attractive yields and relative value
  + stars: | 2024-06-14 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
High interest rates have been a boon to Americans holding cash, but many on Wall Street are cautioning investors to start thinking ahead. People have been piling into cash vehicles like money market funds and certificates of deposit since the Federal Reserve started hiking interest rates. Interest rates appear to be staying higher for longer, with the Federal Reserve on Wednesday projecting only one rate cut this year. Agency MBS have a duration of about six years, per the Bloomberg US MBS Index as of June 3, Jones noted. Right now, the residential mortgage-backed securities sector looks attractive because of its relative value compared to investment-grade corporate bonds, he said.
Persons: Jones, Leslie Falconio, Fannie Mae, Freddie Mac, Ginnie Mae, Wells Fargo, Luis Alvarado, Alvarado, Falconio Organizations: Federal Reserve, Investment Company Institute, Schwab Center, Financial Research, Agency MBS, Bloomberg, MBS, UBS, Wells, Wells Fargo Investment Institute, Investors, corporates, UBS America's, AAA Locations: UBS Americas, Wells, Wells Fargo
☆ Now is the time to buy longer-dated bonds as 10-year Treasury yields push near 2007 highs, Schwab says
  + stars: | 2023-08-22 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
With 10-year Treasury yields at their highest since shortly before the financial crisis, it's a good time to add duration to your fixed income portfolio, according to Charles Schwab fixed income strategist Cooper Howard. "If I were a betting man, I think the odds favor moving lower rather than higher," Howard said. Even if there is more upside in yields ahead, Howard still thinks the risk/reward looks attractive on longer-term bonds right now. US10Y YTD mountain US 10-year Treasury Where to add duration depends on your risk tolerance, according to Howard. "This is why we still maintain a favorable view toward extending duration and view the 10-year Treasury yields above 4% as an opportunity to add duration exposure," Alvarado wrote.
Persons: Charles Schwab, Cooper Howard, Howard, Jerome Powell, Wells Fargo, Luis Alvarado, He's, Alvarado, Michael Bloom Organizations: Federal, Investors, Treasury, Bloomberg Municipal Bond Index, Bloomberg U.S, Corporate, Treasury Bond Locations: Jackson Hole , Wyoming
☆ The 'time has come' for mortgaged-backed securities, says UBS. Here's what to know
  + stars: | 2023-07-24 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The AAA asset class in agency MBS can bring in a yield ranging as high as 5.5% to 6%, said Leslie Falconio, head of fixed income strategy in UBS Americas' chief investment office. "Agency mortgages are the cheapest part, on a risk-adjusted basis certainly, in the entire fixed income market." She specifically likes agency MBS and expects them to "materially outperform" in the second half of the year. Luis Alvarado, a fixed income strategist at Wells Fargo, also looks at MBS as a possible replacement for some investment-grade corporate debt in a fixed income portfolio. UBS' Falconio is also awaiting a better entry point for CMBS, as well as nonagency MBS.
Persons: Leslie Falconio, Jeffrey Gundlach, Gundlach, Falconio, Luis Alvarado, He's, Alvarado, Wells, — CNBC's Michael Bloom Organizations: MBS, AAA, UBS, Agency, Federal Reserve, CNBC Locations: UBS Americas, Wells Fargo
☆ Get a risk-free 5% return as the 2-year Treasury yield hits a 16-year high. Here’s how to buy one
  + stars: | 2023-07-06 | by ( Darla Mercado | Cfp | ) www.cnbc.com   time to read: +3 min
Income-seeking investors are primed to pick up a risk-free return exceeding 5% now that the yield on the 2-year Treasury has spiked to highs last seen in 2007. Indeed, the yield on the 2-year Treasury – which is especially sensitive to Fed policy – leapt to 5.12%, its highest level since June 15, 2007. The rate on the 10-year Treasury also jumped over 4% at its highest point of the day. How to buy in To purchase Treasurys directly from the U.S. government, you can set up an account on TreasuryDirect.gov . If inflation outpaces the yield you're earning, it could erode the real rate of return earned on these notes.
Persons: Dow Jones, –, Luis Alvarado, — CNBC's Michelle Fox, Nick Wells Organizations: Treasury, Traders, Private, Federal Reserve, U.S ., . Locations: Wells Fargo, Treasurys
☆ Yields are popping again. Here's how investors can take advantage of that, according to the pros
  + stars: | 2023-02-14 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
How can investors ride on higher yields? Buy high-quality or short-term fixed income BlackRock Investment Institute said it likes high-quality credit and short-end government bonds "as interest rates stay higher for longer." "Fixed income finally offers 'income' after yields surged globally. "We believe that investors should hold around 2% of cash in their portfolios and should use short-term fixed income (anything below a 2-year maturity) as a proxy for cash," Alvarado added. Wells Fargo Investment Institute's tactical portfolios are allocating between 2% (for "aggressive growth investors") and 17% (for conservative income investors) to short-term fixed income.
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