As painful a start to the year as it has been for equity and core fixed income investors, it doesn’t change, in our view, the argument for more conservative investors to own core bonds in a diversified portfolio.
The Federal Reserve meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns.
With inflationary pressures running higher than most central bankers are comfortable with, calls for interest rate hikes have become louder.
The Federal Reserve released the meeting minutes from its January FOMC meeting and noted inflation pressures were still too high.
The Federal Reserve has made a decidedly hawkish pivot, with fed funds futures now expecting five rate hikes in 2022. Today we want to take a look at other years that had a lot of rate hikes.
The Federal Reserve ended its two-day Federal Open Market Committee meeting yesterday and the outcome was broadly in line with the Fed’s recent hawkish shift. Read more…
The Fed has engineered a massive hawkish pivot, contributing to an increase in volatility recently. But a look back at history provides some reassurance, as stocks have historically performed well leading up to and after the first rate hike of a cycle.
Two things swirling that some investors think could hurt them down the road: The idea that higher yields and rate hikes are bad. However, it might not be so simple.
As we head into the New Year, we’re taking a look back at 2021 and drawing out three lessons that we think will matter for 2022.
It looks like interest rate hikes are almost surely coming next year, but how high and how fast the Fed will hike remains a question.
