Published May 6, 2022
This week the Fed made the first of their larger interest rate hikes with a 0.5% move (50 bps in bond market parlance). Here’s the path of Fed interest rates that the market foresees – straight up from now through March 2023. (more…)
Published April 15, 2022
This week, with all the talk about inverted yield curves and interest rates, we shift our attention from stocks to the newfound misery experienced in the bond market. Money is leaving bonds and rolling into any stock with a tasty yield – e.g. dividend and utility stocks, real estate. (more…)