Anxiety Around Policy Dominates Sentiment to Kick Off Key Market Week

Last week’s FOMC meeting set off another round of selling in risk assets as investors finally seem to have accepted the notion that this is a hawkish Fed. Chair Jay Powell hammered that point home repeatedly, reminding investors and analysts that price stability takes strong precedence over growth when the two may be at odds, […]

Stocks for the Inflation-Proof Portfolio: Spotlight on PAAS, VKIN, IPI

Rates are on the rise as inflation expectations pick up. In its latest meeting, the US Fed signaled that we can expect policy movement ahead in response to rising growth and inflation expectations. And, in the latest fund manager survey from BofA, fund managers are more certain that growth and inflation will pick up in […]