AAM’s July Fixed Income Recap
July brought a firm tone across fixed income markets—corporates rallied, structured products outperformed, and muni curves steepened to 12-year highs. But beneath the surface, sector rotation, event risk, and retail pullback tell a more nuanced story.
Headline-Driven Uncertainty: How Geopolitics, Tariffs, and Affordability are Restraining U.S. Growth
January 13, 2026