SAM Weekly Update – Markets have only had eyes for growth and the avoidance of negative yields. Volatility to follow.

SAM Weekly _ Feb 24 2020

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December 16: The Week Ahead

BY TEMATICA
The Fed's monetary policy meeting, November Retail Sales, Nike and Micron earnings Read more →

NDR Fixed Income Allocation Strategy December 2024 Update

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

Thoughts From The Divide: Little Tweaks and Adjustments

BY JON WEBB
“I actually think we’re going to see inflation be choppy, and I expect that we’ll see employment stay robust.” As we noted back in May, “one swallow does not make spring”. But if we are to follow the advice of Keynes/Samuelson, when information changes, we should adjust our conclusions. Blast! The trick is, of course, balancing the two ideas to adjust conclusions when the evidence suggests such an adjustment is appropriate: you might call it Bayesian inference. The above quote from Bostic illustrates the problem, with the Atlanta Fed head implicitly stating that he will be ignoring any hot inflation prints. Read more →
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