Reflation, Flation, What’s Your Nation?
In this blog piece, we want to take a deeper look into a theme—reflation.
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In this blog piece, we want to take a deeper look into a theme—reflation.
Bitcoin is a hot topic! We had the pleasure of discussing the investment thesis for bitcoin on our Behind the Markets podcast with Ari Paul, the co-founder of BlockTower Capital, a crypto asset-focused asset management firm.
The monthly release of the ISM Manufacturing PMI report is a closely watched factory gauge. For this index, a reading above 50 is viewed as an indication that the economy is in expansion territory, while a level below this threshold indicates contraction.
When it comes to Washington, D.C. headlines and the bond market, it’s not very often the Federal Reserve (Fed) is not taking center stage. However, with monetary policy seemingly on autopilot, fixed income investors have instead placed their focus on fiscal policy.
We released two separate Behind the Markets podcasts last week, touching on two important issues for the market: developments in content platforms & the latest readings on earnings.
The December jobs report did come in softer than expected from a headline perspective, but it didn’t change the bond market narrative. It should be noted that the unfortunate events at the Capitol building last week had no effect on the money and bond markets.
Bessemer thinks it is time to supplement FAANG as the default tech leaders with a new group of technology stocks that is well positioned to outperform in the cloud-first world: MT SAAS, which is Microsoft, Twilio, Salesforce, Amazon, Adobe and Shopify.
Last week on Behind the Markets we spoke with Karthik Sankaran. Sankaran believes investors are under-allocated to foreign markets and that U.S. dominance goes in long cycles of relative performance.
Last week we had the opportunity to speak with Dan Russo, CMT, Chief Market Strategist at Chaikin Analytics about his economic outlook. It was an interesting look at the most important indicators some market technicians are watching around the world as we head into 2021.
With the second wave of COVID-19 dominating headlines, it’s natural to wonder what the economic impact may be this time around as compared to Q2.
A divided government as outlined above would seemingly mean there shouldn’t be any dramatic shifts in the current fiscal policy setting. Sure, executive orders and attendant regulatory action could occur, but meaningful legislation on taxes and spending would more than likely not transpire in such an arrangement.
“Can we just get back to market fundamentals?” You know, no politics, just looking at the economic data, the Federal Reserve (Fed), rates, etc.—all that wonderfully boring stuff.
Today, 85% of investors suggest they want their personal priorities incorporated into investments. Further, 95% of institutional investors say they either want to incorporate sustainable goals or plan to in the future.
In the scenario I want to focus on in this blog post, a “blue wave” results in a potentially higher tax, an increased regulatory environment and a less “business-friendly” setting, which could ultimately result in slower economic growth.
After showing little response to the jobs data, the U.S. Treasury (UST) 10-year yield started off this week on an ascending trajectory, with the UST 2s/10s spread widening. Was it a case of revisiting the employment data?
In this “Behind the Markets” podcast, we hosted Matt Garratt, managing partner at Salesforce Ventures, the global investment arm of Salesforce, who led the investment in Snowflake.
It is not surprising the September FOMC meeting failed to provide any fresh headlines. The key question now is how does the Fed actually implement this new approach?
Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?
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