
Source and data: Institute for Self Reliance

Source and data: Institute for Self Reliance
Fed policy has a heightened data dependency, leading to increased volatility in the bond market. Even though rate cuts remain the odds-on favorite for later this year, investors should heed the tenor of recent Fed-speak, which reinforced the notion of rates being higher for longer.
One potentially overlooked risk of investing in mutual funds is known as “asset bloat.”
The recent blockbuster jobs report has also created a narrative that perhaps the Fed can achieve the ever- elusive ‘soft landing.’ However, as I write this blog post, the consensus is still projecting negative GDP to show up in the second and third quarters of this year.
The stock market rally is dangerously reliant on tech