FMHI index
View Market

The Fixed Income Group at RJO

FIG is a division of RJ O'Brien that focuses on hedging interest rate risk for mortgage pipeline and servicing portfolios, broker/dealer bond inventories, pension fund bond portfolios, multiple ABS classes, and similar financial portfolios.

FIG TOPICS OF INTEREST


07/19/18 In an interview at CNBC's Delivering Alpha conference in New York, Kudlow said: “I don’t think President Xi at the moment has any intention of following through on the discussion ...
07/18/18 There’s no chance China will cut its trade surplus with the U.S. in response to President Donald Trump’s tariff threats. For starters, Washington has made no specific demand to which Beijing ...
07/17/18 Game Theory and Tariffs https://www.bloomberg.com/view/articles/2018-07-16/what-game-theory-says-about-trump-s-trade-strategy Here are some insights from game theory on what to watch and expect. An inherently cooperative game is increasingly played uncooperatively: The Trump administration is taking a disruptive ...
07/16/18 Most U.S. business economists expect corporate sales to grow over the next three months and hiring and pay to rise with them. https://www.cnbc.com/2018/07/16/us-sales-and-employment-are-likely-to-grow-a-survey-of-economists-sho.html But a majority of the economists surveyed by the ...
07/13/18 “Protectionism is something he’s come back to like a homing pigeon,” Flake told reporters. “I mean, there are very few principles that he sticks with and that’s one of them." https://www.bloomberg.com/news/articles/2018-07-13/trump-s-tariffs-generate-growing-frustration-among-gop-lawmakers House ...
07/11/18 “Half the alliance — 16 of the 29 countries — don’t even spend 1.5 percent (of gross domestic product) let alone 2 percent that we all agreed on four years ...
07/10/18 Few countries manage to pull off soft landings, and trade conflict makes the task even trickier. China's size means its domestic choices ricochet beyond its shores. If ever there was ...
07/09/18 The U.S. president’s spontaneous approach to negotiations, and the inscrutable style of the Kremlin leader, make predicting the outcome of the summit with any accuracy close to impossible. We do however, ...
07/06/18 Chinese President Xi Jinping has an ambitious master plan for his country’s transformation into a wealthy, technology-driven global economic power. And U.S. companies need not apply. https://www.bloomberg.com/news/articles/2018-07-04/beyond-the-trade-drama-u-s-china-rivalry-has-only-just-begun On a deeper level, the ...
07/05/18 “The tail risk of a Sino-US trade war is getting fatter,” said Chi Lo, greater China senior economist at BNP Paribas Asset Management in Hong Kong. “The two sides may ...