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Commodity prices an inflation canary in the coal mine?

Soaring commodity prices have stoked the inflation debate. Our chart looks at price inflation and suggests one takeaway could be higher volatility.

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.

Higher inflation: Technical, transient or structural?

Why prices rose and what it could mean for investors.

Small talk: The case for SMIDs

We dig into the historical outperformance of small and mid-cap stocks and the attributes that make them uniquely well-positioned for today’s investing challenges.

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.

Economy going at the speed of light – what could go wrong?

What does the future hold for this rapidly paced market?

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.

Credit market commentary: May 2021

Markets traded sideways for much of the month as inflation concerns and cryptocurrency market volatility weighed on sentiment.
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