Good Afternoon,

 

Just a couple of quick items today from the big blue machine:

A look at the early colatility in equity markets in 2022 is found here: Something other than Something Worse

 

Weekly Insights:

• Fed rate hike: Beware the Ides of March? – The Fed has put a March rate hike squarely on the table. While Fed tightening may create volatility, it strikes us as unlikely it will push the economy into recession. We discuss why we have a relatively benign view on rate hikes and what cooling monetary policy means for investors.
• High-yield bonds outperforming equities in 2022 – We believe the U.S. is seeing healthy credit conditions as reflective of a solid high-yield bond market and tight credit spreads.
• Regional highlights: Bank of Canada keeps rates unchanged; European equities largely shrug off threat of Russian energy supply cut; Asian equities tumble after hawkish Federal Reserve remarks

Full Read: Global Insight Weekly

 

Enjoy your week!

 

Mark