The price of Fed rate cut success is steep, but not too steep

The price of Fed rate cut success is steep, but not too steep

 October 02, 2024 |Thomas Garretson, CFA

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

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A Week in Review - March 22, 2024

 March 22, 2024 |Jamie Sodhi
Global equities have continued to perform well as of late. But more noteworthy has been the breadth of the rally, with a variety of sectors, and not just technology, enjoying significant gains. As a result, markets outside the U.S. have also performed...
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Positioning for inflation shocks

Positioning for inflation shocks

 February 16, 2024 |Sean Killin

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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