How restrictive policy is taking effect and why it should lead to a pullback in yields from current highs.
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While progress has been made, the Fed continues to signal that the battle to lower inflation is far from over.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
With it too soon to declare victory against inflation, we believe the market should accept that interest rates will remain near current levels for longer than it expects.
With inflation still elevated, the Fed seeks to buy time to assess the impact of policy tightening.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Keeping its eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.
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