Touch and Go: Soft Fed Landings
The old Naval Air Station in Charlestown, RI was right next to the summer house we lived in as kids. Aviators would fly training patterns over our heads, circle back to the airfield, touch wheels down, and head around again…
▶︎ Read May 30 2022 newsletter: here
▶︎ Chart of the Week: here (by Natixis, BEA, NBER)
(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)
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With inflation running hot, rate hike expectations strengthen
A hotter-than-expected inflation reading has renewed expectations for near-term Federal Reserve tightening. The Consumer Price Index rose 0.6% month-over-month, pushing…
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Leveraged loans keep running up a tab. Senior direct lending already knows what it owes.
