top of page

Sifting through the Fixed Income Wasteland



Sifting Through The Fixed Income Wasteland
.pdf
Download PDF • 5.54MB

Since election day, Fixed Income markets have been shaken by the prospects of fiscal stimulus and its inflationary repercussions. Inflation, once considered dead, is now front and center in the psyche of investors. While the details of Trump's infrastructure plans are scant, the transition from monetary stimulus to fiscal spending is likely to inflate prices at a time when wages are already rising and labor markets are tight. Meanwhile, Yellen's recent suggestion that the Federal Reserve may be willing to allow the economy to "run hot" has exacerbated the sell-off in treasuries.

Related Posts

See All

BOND MARKET HISTORYONICS

Merriam-Webster defines the word “histrionic” as overly dramatic or emotional. This is an apt description for both the Federal Reserve and the fixed income market in the first quarter of 2022, and pro

GONE FISHING

As we assess the fixed income landscape going into 2022, it looks quite different than that of the last two years. The title of this newsletter conjures up a sleepy shopkeeper sign signifying a break

When the Rate Spike is Real

TREASURIES LOG THE WORST QUARTER SINCE 1980 The first quarter was largely a continuation of the recovery from the March 2020 lows for many asset classes. The S&P 500 was up 6.17%. The Nasdaq lagged, b

Comments


bottom of page