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With tapering worries in the rearview, attention has returned to the inflationary environment.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise...
Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable.
Highlights from the week of November 26 – December 2, 2021.
With tapering worries in the rearview, attention has returned to the inflationary environment.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable. We believe the Fed can conduct monetary operations along its well communicated path, paving the way for reaccelerating, above-trend 4Q21 real GDP growth.
While growth in the U.S and globally is expected to cool from its torrid pace in 1H21, fundamentals remain broadly positive and opportunities could arise in any meaningful bout of spread volatility.
Worried about inflation? Pay close attention to how labor market dynamics unfold over the next three months.
For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.
We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.
These are the seven major themes shaping positioning across our fixed income portfolios in the second half of the year.
In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.