Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit have had a remarkable rally against a significantly weakening economic environment. More recently, another “gap” has developed and widened: the Federal Reserve’s (Fed) expected future rate path versus market expectations. With these numerous disconnects and yields still attractive in the context…
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
Nobody, not once, not ever, said it would be easy to make money in the financial markets as an...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
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