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Market Outlooks
Rate Angst
Rising rates badly burned the bond market – and wartime, COVID and inflationary pressures mean plenty of salt to add to the wound.
Market Outlooks
MarketScape: Navigating Rising Rates, War and Inflation
A flailing bond market amid ongoing geopolitical chaos has tightened investor focus on the potential impact to growth. Chief Investment Strategist Jim McDonald examines the current turbulent environment how we’re positioned in its wake.
Fixed Income Insights
Weekly Fixed Income Commentary: U.S. inflation miss leaves Treasury yields mixed
This piece is approved to use with clients.
Long-end U.S. Treasury yields rose again, though front-end yields fell on softer-than-expected inflation numbers.
Market Outlooks
Weekly Investment Commentary: Don’t shrink from the Fed’s balance sheet runoff
This piece is approved to use with clients.
What a difference five years makes. Today’s backdrop for balance sheet reduction bears little resemblance to the last time the Fed initiated QT in September 2017.
Market Outlooks
Weekly RIA Pulse Report - Week of April 19, 2022
The investment, risk and business activities executed by RIAs across the nation.
Market Outlooks
Global Weekly Commentary: Why we still like stocks as yields spike
This piece is approved to use with clients.
Bond yields have sprinted higher on ballooning inflation and hawkish comments by central banks. Yield spikes have often spelled trouble for stocks, but we believe the past is an imperfect guide in a world shaped by supply shocks.
Market Outlooks
Global Weekly Commentary: Scarcity inflation raises growth risks
This piece is approved to use with clients.
Scarcity inflation is here. Supply shocks have created shortages of goods, energy and food that are driving up prices.