June 12 2023 | The ratio of stock to bond volatility has plunged to an almost 30 year low. Why It Matters: The stock and bond markets are projecting contrasting forecasts. The stock markets foresee stability ahead, while bond markets anticipate choppier seas. Source: thedailyshot
...April 24 2023| Slowly returning to normality… Bonds behave like bonds & stocks like stocks.Why It Matters: In 2022, the bond-stock relationship broke down, both moved in the same direction. Now it’s better, bonds help buffer equity market swings.Source: MorganStanley
...December 12, 2022 | Investing could be simply taking advantage of what markets are giving you. While higher interest rates have been tough, it has also opened a new door. Higher interest rates mean municipal bonds could offer a compelling investment opportunity. Source: thedailyshot
...November 14, 2022 | Global energy prices have collapsed as Europe has met storage quotas for natural gas, with many +90%. Something that many thought was impossible just 6 months ago.The battle is not over yet, a cold winter may put upward pressure on prices when gas is most needed. Source: The Economist
...August 12, 2022 | Rainy day coffers are at record highs, this continues to positively reinforce the strong fundamental backdrop for municipal bonds. Robust rainy day coffers will help counterbalance any doubt of a state’s ability to meet their debt obligations. Source: Bloomberg,@thedailyshot
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