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Market Outlooks
Weekly Investment Commentary: Equity volatility rooted in inflation concerns
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Returns were mixed for global equity markets last week.
Market Outlooks
Weekly Market Compass: Markets react to the Fed’s hawkish turn
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As regular readers of my blog know, I have at times been something of an armchair epidemiologist over the past two years.
Fixed Income Insights
Weekly Fixed Income Commentary: Covid optimism and a hawkish Fed boost Treasury yields
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U.S. Treasury yields rose as concerns over Covid eased, with the Omicron variant seemingly less deadly than prior strains.
Market Outlooks
Weekly Investment Commentary: Stocks start 2022 with losses amid rising rates
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Global equities struggled to find their footing in the first week of 2022, as most major indexes lost ground.
Market Outlooks
Weekly Market Compass: Market predictions and investment resolutions for 2022
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Oh what a year it’s been. We began last year with high hopes, given the rapid development of vaccines – and those hopes were realized.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields decline as the Fed turns hawkish
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U.S. Treasury yields declined as central banks in developed markets, including the U.S. Federal Reserve, moved to withdraw accommodation faster than previously signaled.
Market Outlooks
Weekly Investment Commentary: Fed’s hawkish pivot and Omicron rattle equities
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Global equities struggled last week as negative Omicron variant headlines and a hawkish shift by the Federal Reserve weighed on sentiment.