Bonds

RATE CUTS IN 2024? THINK AGAIN.

We've been hearing about the FED's readiness to cut rates since March, keeping everyone on edge for a potential rally in small-caps, emerging markets, and more. But now, the word is that the FED might only start cutting in September and that the ECB won't follow their …

THE BOND MARKET IS BETTING ON INFLATION SUBSIDING

Inflation has been a hot topic in recent months. There is growing evidence that inflation may be subsiding due to the aggressive interest rate hikes by the US Federal Reserve. That evidence can be seen clearly in the bond market. Arguably the most trustworthy people to take advi…

WHAT ARE BOND YIELDS TELLING US?

Let’s talk bonds! In particular, bond yields. It is frequently said that the only asset class you should believe are bonds. Bond yields have been seen moving higher these last couple of days/weeks and are in the process of resolving higher after almost 10 months of sideways action…

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