With the 10-year Treasury yield moving quickly to roughly 1.80% and worries about the Federal Reserve taper and outlook on rate hikes – it’s no surprise that markets have struggled to start the year. But there are some pockets of the market that have held up better and some that have posted some nice gains. Value is outperforming growth.
Floating rate bonds are outperforming fixed rate and duration. Commodities are off to a great start, thanks in part to the price action of oil, and non-U.S., especially emerging markets, are outperforming the U.S.
For the week ahead, join us on Thursday, January 20th at 2:30 pm for our 4th quarter market call. Here, we will quickly review the 4th quarter but spend most of the time on our roadmap for 2022 and the key questions we look to answer for the week ahead. To register, visit our website at assetstrategy.com/events.
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