Tomorrow brings the latest Federal Reserve decision, with another quarter-point hike viewed as a slam dunk – current market pricing shows a 93% probability of that outcome. That would bring... read more →
This morning brought the latest read on inflation with the release of the Consumer Price Index (CPI) for March. Overall, it was mostly in-line with expectations with further signs of... read more →
With fears of oncoming recession still swirling, the corporate bond market continues to mostly mimic a big shoulder-shrug about that very prospect. As we’ve noted, the difference in yield between... read more →
One of the silver linings of the type of volatility that’s occurred over the past year is that it also creates opportunities amidst the carnage. An area that we believe... read more →
Today is Halloween, and so far it’s been a very spooky year for investors. Inflation, rate hikes, geopolitical conflict and recession fears have all been stirred up in a witches’... read more →
While the Fed continues to maintain its focus squarely on slowing inflation and employment, in the meantime it’s the housing market bearing the brunt of their demand destruction campaign. This... read more →
Another quarter is soon drawing to a close and investors will once again turn their focus to the latest corporate results. With the next round of news on inflation and... read more →
The normally reliable US bond market is sending conflicting signals at the moment, adding to the confusion about whether the economy is currently in a recession, heading into a recession,... read more →
There’s no sugarcoating it – it’s been a very rough week for all of the peak inflationists who’ve been arguing that the worst is behind us. First the Consumer Price... read more →
2022 is certainly off to an inauspicious start. Spring hasn’t even fully sprung yet investors’ nerves are already frayed thanks to a hawkish Fed pivot, the highest inflation in decades,... read more →
