Weekly Bond Commentary
Now it's the Senate's turn to shape the Covid relief bill.
There may be tiny bubbles but this is not the year 2000.
Weekly Cash Commentary
Three things to watch in 2021.
We’re positioned for “risk on” but worry most everyone else is too.
2020's sure been volatile. 2021 could be better.
Key Federated Hermes investment professionals weigh in on election's implications.
A fiscal policy win regardless of outcome has markets looking past Nov. 3.
A disputed election headlines potential risks heading into year-end.
It starts with the Fed.
Policy change to let labor market run hot as long as prices don’t.
Securitized credit sectors appear to be holding up well so far.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Weekly bond commentary
Liquidity is abundant but fundamentals remain iffy.