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2022 brought a decidedly sharp end to the post-pandemic bull market. What markets originally thought would be a gradual central bank tightening campaign turned into the fastest series of rate hikes in history. The year was dominated by the shift higher in interest rates and its impact across all financial markets as risk assets repriced dramatically.
Market narratives and asset prices fluctuated throughout the 1st quarter as market participants were forced to adjust to a rapidly shifting investment landscape. In January, risk assets rallied on the idea of an immaculate disinflation characterized by resilient global growth…
Global equity markets continued to climb the wall of worry in the 2nd quarter. The banking stress in the aftermath of the SVB failure seems to have resulted in limited lending restraint thus far. Additionally, the bipartisan agreement to suspend the US debt ceiling until 2025 means…
