Introduction (Quick Overview) On April 5, 2021 Increasing optimism over the growth outlook has overshadowed rising worries about inflation as Q2 begins, lifting equities and cheapening fixed income. Data and events this week are unlikely […]

Introduction (Quick Overview) The markets are likely to remain choppy as investors have to weigh the myriad dynamics impacting bonds and stocks. Positioning and portfolio rebalancing into month- and quarter-end should continue to be a

It has been a rocky road for the markets in recent weeks, especially after the very poor 7-year auction on February 25. That sparked a major selloff in the longer dated Treasuries that saw the

The pop in longer-dated rates on Friday weighed on the tech-heavy NASDAQ, but the increasing optimism over the recovery helped propel the Dow and the S&PS 500 to new highs. The 10- and 30-year maturities

Stocks were mixed on Friday, though were lower on the week, and are likely to remain and cautious. Last week’s pop-in interest rates will remain the focus, even as rates corrected lower on Friday, with