Oil prices have rocketed to seven-year highs. But we have a bearish view because current prices are unsustainable.
A look at recent monetary policy cycles to glean insights about munis heading into Fed tightening.
Companies are buying raw and intermediate goods at a record pace, which will influence economic growth in 2022.
The Fed’s policy changes will have implications for the U.S. Treasury market and other financial assets.
We believe the Fed is likely behind the curve in containing inflation with ultra-low interest rates.
A successful risk team is one that can analyze multiple measures of risk and work with investment teams before trades are executed to capture alpha.
The potential for rising interest rates may mean it’s time to diversify a portfolio with convertibles.