A Rising R-Star?
Bruce Monrad explains how the Fed’s esoteric concept, R-star, may be shifting higher, signaling a “higher-for-longer” environment.
While there may be aftershocks from the collapse of the bank, Northeast Investors Trust believes that the emergency measures taken by the Federal Reserve and FDIC will stabilize the situation.
2022 was a difficult year for many asset classes, from credit to equities. What is the outlook for 2023 and beyond? The Northeast Investors Trust team believes that the longer-run outlook for credit is once again attractive and that asset allocators should take a good look.
Portfolio manager Bruce Monrad talks about the recent change in the Bank of Japan’s ultra-aggressive monetary policy and how it could ultimately affect both US and global markets.
Portfolio manager Bruce Monrad explains that “transitory” inflation may go away, but underlying inflationary pressures may linger in 2023.
Read More “What happens if “transitory” inflation is in fact transitory?”