Timely takes on markets and the economy.
Market Commentary content
The age of abundance has given way to an age of scarcity, while the pro-cyclical version of inflation may have given way to the counter-cyclical version.
Market volatility has picked up as labor shortages, supply bottlenecks, and rising inflation fears have narrowed the path forward. Here’s what we expect to see in the coming weeks.
Persistently going from one transitory source of inflation to the next may keep inflation elevated for longer than markets currently anticipate.
Rather than waiting on the sidelines, consider short-term, fixed-rate corporate bonds.
September’s end brought some key winning streaks to an end courtesy of elevated risks associated with myriad economic, inflation and policy related uncertainties.
We’re upgrading the Staples sector, but only incrementally. Here’s why.