While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
Insights
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Why we should be on solid ground for rate cuts and the implications for bond markets.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
Where we see the most compelling equities opportunities across sectors in 2024.
With inflation fast becoming yesterday’s news we look at how 10-year Treasury yields have behaved in rate cutting cycles back to 1969.
A resilient economy gives the Fed latitude to lower rates at a pace of its own choosing.
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
Bond investors received an early gift as the Fed signaled that a material policy pivot was in store for 2024.
Doug Rao explains how the diminishing pricing power of companies should center the spotlight on those gaining market share.