Smokin’! Everything… except commodities.
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Another down month of returns across the board. I Bond reset.
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Rates! That’s it.
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It was the tale of two halves for the month – a rough start to August but a very strong finish – though ended the month slightly down.
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Headline inflation – as measured by CPI – was 3.2% last month. But that is well above the 2% Fed target and other measures are much higher.
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Here comes August – lazy, hot, vacations, back to school, two supermoons – both in life and the markets.
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We are half way through the year but most asset class returns look like a full year – and then some.
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This is not an AI-generated blog post, but the returns discussed are definitely influenced by AI!
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It looks like the May flowers came early in the developed equity markets.
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The 2023 rally was interrupted by the banking issues coming to a head on March 10th. Markets calmed down by the end of the month though early April showers are
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Banks are in the news. Here is a summary of the recent events and why this differs from 2008.
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In January, all major asset classes were up except commodities. In February, the opposite occurred – except commodities were still down. The bond market
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