Core Viewpoint - The current bond market environment is characterized by a stable interest rate outlook, with no immediate rate cuts expected in the near term, suggesting a focus on intermediate credit investments [3][4]. Group 1: Fed Nominee and Interest Rate Outlook - Kevin Morris has been nominated as the new Fed chairman, indicating continuity in the current interest rate environment [2]. - The bond market is expected to maintain a temperate approach to rates, with no significant changes anticipated in the first half of the year [4]. Group 2: Investment Strategies - Investment strategies should focus on investment-grade bonds, particularly the triple-B section, which offers a yield pickup before transitioning to high yield [5]. - The recommendation for 2026 is to stay within intermediate triple-B bonds, as they performed well in the previous quarter and are expected to continue being a good trade [6].

Strategy's new variable rate preferred $STRC has a 9% initial yield, and is targeting money market funds.A $7.05 trillion market, about 25% of all US Treasuries, yielding just ~4.25%.Bitcoin is about to swallow the fixed income market. https://t.co/oulrRugBYVDylan LeClair (@DylanLeClair_):Money market funds is a big market… ...