Fixed Income Returns & Rising Rate Environments
September 10, 2021 -- Given the large moves in interest rates over the past 12 months, investors are focused on the near-term direction of rates. Understandably so . . .
The Winners and Losers of the Great Reflation Trade
Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen . . .
Are Markets Prepared for the Fed to Taper QE?
August 24, 2021 -- Fueled by stimulus and pent-up demand from the Covid-induced recession, the U.S. economy staged one of the sharpest recoveries . . .