SBrian Smedley, Chief Economist and Head of Macroeconomic and Investment Research, and Portfolio Manager Adam Bloch provide our macro and markets outlook.
Bond yields could fall further as rising fiscal risks get priced in.
The resurgent virus should keep a lid on Treasury Yields.
Falling demand will help limit the extent of more price increases.
Taking a look at the upside surprise in June’s CPI.
Examining the Fed’s announcement to sell its SMCCF holdings.
A disappointing May jobs report strengthens our conviction that Fed policymakers will stay the course.
The spike in core CPI is a one-time adjustment as the economy reopens.
Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year.
Despite a strong March 2021 jobs report, full employment remains far away.
The summer months tend to deliver stronger-than-average returns for bonds.
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