Investment Ideas

Fixed Income PMs on Positioning for a Generational Shift: High (But Moderating) Inflation

Matt Freund, Charles E. Carmody, Christian Brobst

February 22, 2022

The Fed’s rhetoric is at its peak but “when push comes to shove, the Fed is going to err on the side of moderation. “They’ve got a lot of work to do before we have to worry about whether they are going to be raising rates five, six or seven times in a row,” says our Fixed Income team.

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Question Marks on the Horizon but No Worries: Calamos Fixed Income Team Is Positive, Always Selective

Charles E. Carmody, Christian Brobst, Matt Freund

January 29, 2021

Matt Freund, CFA, Co-CIO, Head of Fixed Income Strategies, Senior Co-Portfolio Manager, Charles E. Carmody, CFA, Vice President, Co-Portfolio Manager and Senior Fixed Income Trader, and Christian Brobst, Vice President and Associate Portfolio Manager, on today’s opportunities, providing sufficient compensation for the risk to be taken.

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FOMC Update 12-11-19: Fed Stands Ready to Smooth Money Markets Through Year-End

Charles E. Carmody, Christian Brobst

December 11, 2019

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed statements coming out of the FOMC meeting of December 11, 2019.

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FOMC Update 10-30-19: Fed’s 25-bp Cut Aligns with Market Expectations

Charles E. Carmody, Christian Brobst

October 30, 2019

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed statements coming out of the FOMC meeting on October 30, 2019.

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FOMC Update 9-18-19: Another Interest Rate Cut and Heightened Attention to the Repo Market

Charles E. Carmody, Christian Brobst

September 18, 2019

Noting global weakness, muted inflation and the impact of trade policy on the economy, the Federal Open Market Committee today cut rates by 25 basis points. The move was widely expected but there was some additional news in the official announcement and press conference that followed, as you’ll hear in our FOMC update with Charles Carmody,...

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FOMC Update 7-31-19: Fed ‘Does the Right Thing’ By Cutting Rates

Charles E. Carmody, Christian Brobst

July 31, 2019

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, discuss the impact of Fed comments related to the July 31 FOMC meeting.

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FOMC Update 6-19-19: Fed Delivers on Market Expectations

Charles E. Carmody, Christian Brobst

June 19, 2019

Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager, analyze Fed comments related to the June 19 FOMC meeting.

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FOMC Update 5-1-19: Fed More Upbeat on Growth

Charles E. Carmody, Christian Brobst

May 1, 2019

Hear our Fixed Income team weigh in on Fed comments from the May 1 FOMC meeting, featuring Charles Carmody, CFA, Vice President, Co-Portfolio Manager and Sr. Fixed Income Trader, and Christian Brobst, Vice President, Associate Portfolio Manager.

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