Midstream/MLPs: Well-Positioned for Inflation

From used cars to groceries, inflation is rampant across multiple sectors amid the reopening of the global economy, and though the delta variant has stalled reopening, expectations for inflation continue to gain steam. Yesterday’s note discusses how midstream can protect investors from the effects of inflation and potentially benefit them through a sustained inflationary period.

BY SARAH GRIECO

Read the full article here

Other posts

NDR Fixed Income Allocation Strategy September 2023 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

MI2 Partners Thoughts From The Divide: All Time High

BY JON WEBB

All-time highs are often telling macro signals. Is it possible there might be a connection between the recent ATHs in Bitcoin and long JGBs? Some reports pointed to the US credit downgrade and Trump’s tax bill igniting fiscal worries. First of all, no macro trader ever sold a bond because of a credit downgrade and second, given S&P and Fitch had downgraded long before, it’s very hard to think of it as a surprise. Read more →

NDR Fixed Income Allocation Strategy February 2025 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

Back to all posts →