by John Luke Tyner | May 20, 2022 | Blog, Bonds, Market Updates
* Fed Expected to Hike 50bps at Next Two Meetings. As you can see below, the odds on both are at 100%. Given the persistence of inflation, the Fed has been put into defensive mode (i.e., forcefully tightening policy) even into a growth slowdown. Source: Bianco...
by John Luke Tyner | May 13, 2022 | Blog, Macro Updates
Strong demand for housing may give some flashbacks to 2007/2008, but this is not necessarily a bubble. We believe the work-from-home has shifted the demand fundamentals of real estate. New millennial home buyers are facing the highest interest rates in their adult...
