Human EdgeOct 3Known unknowns and the ghost of inflationMarket conditions were generally favourable throughout most of September until the FOMC meeting. Even after the release of the FOMC...
Human EdgeSep 7Deflating bubblesAugust turned out to be a month of two halves for markets: initially increasing bond yields pushed down equities, this was then followed...
Human EdgeAug 16The end of the earnings recessionJuly has passed and markets have experienced another month of mostly positive returns led by equities and high yield bonds. High grade...