In a Nutshell: Risk assets bounced nicely last month while longer-term interest rates started falling for the first time in over a year. Domestic …
Recent Blog Posts
The Everything Sell Off
In a Nutshell: Stocks, bonds, and now commodities sell off as sticky high inflation and a slowing global economy leaves nowhere to hide for …
Commodities, Inflation Push Higher
In a Nutshell: Stocks and bonds rally to close the month flat, while commodities break out to fresh new highs, leading inflation higher. Domestic Equity: …