Fixed Income Perspectives — March 2021

March 10, 2021 — We are still in the early expansion phase of the recovery, and as Covid-19 cases continue to decline and the global economy reopens, there will be a renewed boost in consumption. Markets, however, have started to price in the risk of the Fed hiking rates sooner than expected in response to an overheating economy. This has caused volatility in risk assets and interest rates. We believe the repricing is mostly done, and a further shock higher in rates would be the result of additional fiscal spending or rapidly rising inflation.

  • DATE: March 10, 2021

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