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MARKET COMMENTARY

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Central Banks in Action Mode

Dec 21, 2021

6:26 am

• Central banks are raising rates and paring bond buying in their attempt to rein in inflation • The market now expects the Fed to institute three rate hikes in 2022 • The Bank of England, in an unexpected move last week, voted overwhelmingly in favor of a rate hike • The ECB, meanwhile, appears…

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Staying With a Positive Tone

Dec 14, 2021

4:26 am

• Global markets lurch from nervous to ecstatic. We expect the more to positive tone to persist • We see equities benefiting as a mix of good global growth, peaking inflation and somewhat modest monetary tightening keeps the risk-on sentiment intact • This week’s Fed meeting, could see the Fed announce a tapering of its…

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Stay Invested, Think Long Term

Dec 9, 2021

11:11 am

Only since a few days was the world collectively heaving a sigh of relief and anticipating a return to normalcy after Delta cases receded and vaccinations/boosters shot count climbed. The newly identified Omicron variant has set anxiety levels soaring back again as initial reports suggest it is highly transmissible. The high transmissibility was somewhat extrapolated…

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Its No Longer Transitory

Dec 7, 2021

6:01 am

• Omicron has shown that COVID is simply not transitory • The Fed no longer considers inflation to be transitory, yet the policymakers’ response to the COVID crisis is increasingly coming into question • The 10-year yield hovers under 1.40%, but it neither discounts the underlying growth in the US nor the risk of inflation…

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