BCM 3Q22 Market Commentary: Federal Reserve Has Markets Positioned for the Worst

What started as a summer of optimism in markets ended with a fall of fear. Tough talk from the Federal Reserve and August’s inflation print brought equity and fixed income markets broadly towards new lows…

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The Great Return to work?, Inflation looks to be headed lower and Global business cycles continue to diverge

The Great Return to work?, Inflation looks to be headed lower and Global business cycles continue to diverge

Most data is pointing towards improving supply constraints in both physical goods and the labor market, likely implying declining inflation in the near-term. Russia has shut down the NordStream pipeline further exacerbating Europe’s energy...