by JD Gardner | Sep 4, 2024 | Market Updates
Brian wrote a post last week that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...
by John Luke Tyner | Aug 23, 2024 | Blog, Bonds
Rate Cut Expectations All eyes are on Jay Powell this week in Jackson Hole as he lays out the FOMC plan for the upcoming rate cut cycle. As of now, the market is pricing in ~1.25 cuts (roughly 31bps), basically a 25bps cut. Over the past weeks, we’ve bounced...
by John Luke Tyner | Aug 9, 2024 | Blog, Bonds
We continue to believe the first Fed rate cut will be in September and this move will likely start a sequence of cuts. With that being said, we don’t see the case for a jumbo -50bp cut. The Fed’s Jackson Hole meeting at the end of August deserves special attention for...
by Marketing | Aug 7, 2024 | Market Notes, Media Notes
Are Put Options Better For Portfolios Than Bonds?
by John Luke Tyner | Aug 1, 2024 | Blog, Bonds
As expected, the Fed kept the funds rate range unchanged at 5.25% – 5.50%, and while the tone of the statement was less hawkish, it didn’t overtly hint that a rate cut in September was a certainty. They did make some substantive changes to the statement...
