Market Week: February 28, 2022
Following Russia’s invasion into Ukraine, markets saw a sharp sell-off in risk assets, while safe-haven assets (i.e. Treasuries, USD and gold) outperformed.
Market Week: February 14, 2022
Last week’s CPI report for January came in stronger than expected, with the rate of headline inflation increasing to a 40- year high of 7.5% y/y (0.6% m/m).
Can TIPS Help Your Portfolio Amid High Inflation?
If you filled up your gas tank recently, you probably weren’t thrilled with the bill. Prices are up — and not just at the pump.
Market Week: February 7, 2022
Market expectations have been pulled significantly forward in recent weeks as investors gear up for a more active and hawkish Fed amidst the background of a strong U.S. economy…
Emerging Markets (EM) May Produce the Best Economic Growth in 2022
China’s zero-COVID-19 policy may delay the restoration of the EM growth premium while we wait for an eventual end to the pandemic.