We were looking for higher volatility in last week's piece and got it all in one serving. Risk/reward is tricky across asset classes now. This week we have a look at what might be next.
BY ERIC FILL
After the bull market in everything we have had the plunge. Now what?
The FOMC roster change takes the focus off today's December Fed meeting minutes
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NDR Fixed Income Allocation Strategy April 2023 Update
BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update
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Thoughts From The Divide: Downpayments on a Dream
BY JON WEBB
Buddhist teaching holds that all things are in a constant state of flux, implying that we should be prepared to let go of even our most cherished hopes. The John Burns affordability index seems to confirm this, suggesting that, at least for the time being, the American dream of home ownership is out of reach for new buyers. John Burns’ index includes the costs of a 30-year fixed-rate mortgage, amortization, insurance, and property taxes (naturally, it’s in the small print).
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