More of our insights
Rate expectations remain near zero for the long term
Prices have risen, but rates remain anchored. This week’s chart looks at Fed funds rate expectations, noting that the income problem is here to stay.
Despite rate pause, the Barclays Agg remains underwater
The Barclays Agg remains in negative territory YTD despite a kinder rate environment. We compare core fixed income returns in 2020 and 2021.
Economy going at the speed of light – what could go wrong?
What does the future hold for this rapidly paced market?
Consumers expect an inflation spike. Economists? Not so much
Consumers’ inflation expectations are about double economists’. We break down the divide, noting that volatility could escalate amid uncertainty.
Higher inflation: Technical, transient or structural?
Why prices rose and what it could mean for investors.
Inflation: Here today and gone tomorrow, or here to stay?
The inflation debate turns from speculation to reality. Our chart breaks down April’s CPI report and suggests one takeaway could be higher volatility.