Jack Malvey
Jack Malvey
believe data fed final finale statement
The statement will not tell the final story. I believe the Fed finale really is data dependent.
fed maybe moving yields
We're not at the top. With the Fed still moving to 5.50 in our view, maybe at least 5.25 to 5.40 10-year yields would not be out of the question.
ascent commodity conclude early energy higher likely midst point prices rise risk
Growth, geopolitical risk and potentially higher energy prices point to the possibility of another rise in commodity prices. It's too early to conclude that the upward ascent has ended. We are more likely in the midst of a pause.
address ancient asset class commodity discovery exposure funds great help individual investors keen lack pension sustain three uplift
With pension funds and individual investors keen to address the lack of commodity exposure in their portfolios, the re-discovery of this ancient and not-so-alternative asset class should help sustain the first great commodity uplift in three decades.
asset bond compared returns year
It's a meager year for bond returns compared to what may be in the offing in other asset classes.
buy expectation less next par price rates
There's expectation that rates will go higher. Why buy on par when the price will be less than par next week.