Senior Loan Talking Points
Highlights from the week of April 2 – April 8, 2021.
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Log InRecent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?
We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.
The opportunity cost for inflation protection is high—is it worth the cost?
Highlights from the week of April 2 – April 8, 2021.
Recent rate volatility suggested a disconnect between investors and Fed policy — does the old mantra of “Follow the Fed” still ring true?
Highlights from the week of March 19 – March 25, 2021.
Highlights from the week of March 12 – March 18, 2021.
We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.
Highlights from the week of March 5 – March 11, 2021.
The opportunity cost for inflation protection is high—is it worth the cost?
Our outlook continues to be that economic recovery is in the offing and will broaden into synchronous, global expansion. Segments of the economy that were protected from the pandemic should stay in a healthy holding pattern.
We continue to believe that inflation will prove to be a cyclical phenomenon, not a structural risk.
Headlines suggest a significant disconnect between “Main Street” and “Wall Street”—a closer look at personal income and leading economic indicators reveals a different story.