BCM 4Q21 Market Commentary: The Speculative Fever is Breaking

We’d like to start by wishing our readers a happy and healthy New Year. When we wrote our last quarterly letter the U.S. was in the midst of a wave in Covid-19 cases driven by the Delta variant. At the time…

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Most (But Not All) Supply Bottlenecks Ease, More on China’s Fixed Income and Equity Markets, and the S&P 500’s Response to Fed

Most (But Not All) Supply Bottlenecks Ease, More on China’s Fixed Income and Equity Markets, and the S&P 500’s Response to Fed

Supply chain bottlenecks are showing some signs of easing except the most important one. Some updates on what is happening in China—will it spill over to the U.S.? What are the other effects of Covid...