Vaccination nationalism! US COVID-19 infection rate starts to climb again despite vaccine rollout US and global economic growth strong – but not yet inflationary Bond yields rise strongly as inflation expectations increase in response to economic recovery and maintenance of stimulatory policy settings The Big Picture The race against COVID-19 continues but at very different […]
Bond yields spike – US inflation fears bubble up and the 10-year bond interest rate rises to reflect this – Globally, COVID 19 cases have declined for 6 weeks; millions vaccinated in the US and UK – Corporate earnings strongly surprise on the upside; and governments continue spending The Big Picture As if there […]
As we head into February and enthusiasm for those well-intentioned New Year’s resolutions begins to wane, maybe now is the perfect time to plan out what you are really wanting to achieve. It’s easy to fall into the New Year’s resolution trap. January 1 rolls around and resolutions for the year ahead are often hastily […]
