How Inflation Will (Or Will Not) Affect An Economic Recovery

 July 30, 2021 |Michael Capobianco
Global markets weathered two key events in the U.S. this week: The Fed meeting First estimate of Q2 U.S. GDP While each highlighted near-term uncertainty, both serve as a reminder that what actually matters is the long term. This week’s Federal Reserve...
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A Summer Market With Interesting Signals

 July 23, 2021 |Michael Capobianco
Summer hasn’t seen much respite for stock markets. But it’s normal for outside forces or concerns to knock down the market from time to time. We look at why the market is on edge and what this means for equity portfolio positioning. These are the messages...
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Does The Bond Market Care About Inflation ?

 July 16, 2021 |Michael Capobianco
With U.S. inflation rising sharply and the Fed choosing to continue its accommodative monetary policy, the recent rally in Treasuries may seem surprising. We look beyond price increases to break down the factors driving the market response. The 5.4 %...
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