The Winners and Losers of the Great Reflation Trade
September 14, 2021 — Not all commodities have benefitted equally in the reflation/economic reopening trade. Some have long-term structural supply/demand imbalances, while others have seen short-term speculative price increases that have proved unsustainable.
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 . . .
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 . . .
Tactical Investment Strategy, August 2021
August 17, 2021 -- Late summer has historically been a challenging period for risk markets, and this year looks set to follow that pattern – with an abundance of . . .