BCM 1Q22 Market Commentary: Investors Question the Role of Fixed Income but It Hasn’t Changed

As we reflect on another quarter, it’s astounding how rapidly the prevailing narrative changes. Last quarter we were cautiously optimistic that Omicron would push the world towards a “living with Covid” reality…

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Yield Curve Inversion, Market’s Expectations of Federal Funds Rate, and Inflation’s Effect on Discretionary Spending

Yield Curve Inversion, Market’s Expectations of Federal Funds Rate, and Inflation’s Effect on Discretionary Spending

The long end of the yield curve just inverted for the first time since 2006. The flattening yield curve reflects the market’s expectations of future Federal Reserve tightening and its impact on the economy...