How Much Higher Can Rates Go?
Inflationary dynamics continue to surprise to the upside, and markets now expect the Fed to pursue one of its most aggressive rate hiking campaign in years.
What to Watch This Earnings Season
Earnings will be key to the path for stocks the rest of the year given that we believe valuation expansion will be tough to come by with higher interest rates and stubbornly high inflation.
10 Things To Know About Inverted Yield Curves
One of the biggest stories over the past few weeks has been the inversion of various points on the U.S. Treasury yield curve. Here are ten things to know about the yield curve.
Ready, Set, Rate Hike
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.