Posts Tagged ‘bonds’

Summary Markets limped to the end of the third quarter with September being an especially punishing month for investors. Lingering inflation concerns tipped the Fed into an official tightening stance with the first hike in the Fed Funds rate since 2023 hitting the books during the month. At the long end of the yield curve,…

Summary Stocks and bonds advanced in August despite revived commodity pressure in the wake of the expiration of the US/Iran ceasefire. Oil rallied, gold bounced back, and interest rates shifted higher, buoyed by more hawkish rhetoric from the Federal Reserve. Inflation concerns tied to rebounding energy prices drove global markets to price in policy tightening…