The question on our minds is whether or not the markets are untethered from the economy to such a degree that investors should more actively seek shelter.
We Don’t Need No Stinkin’ Valuation Metrics—Osterweis
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A Drunk Man in the Snow: The Random Walk of Interest Rates—Guggenheim Investments
March 4, 2021
Investors’ reach for yield puts downward pressure on 10-year Treasury rates, likely rendering the current yield unsustainable.
A Ripe Environment for Strong Credit Performance—Guggenheim Investments
February 26, 2021
Our positive 2021 economic outlook, combined with better-than-expected company fundamentals, supports strong credit performance and spreads.
What’s the Value of a Dollar?—BlackRock
February 10, 2021
Rick Rieder and team think that today’s potent policy cocktail holds key implications for economic growth, markets and the value of a dollar.