Check out ARX Management’s August market commentary, “Jackson”. Attractive short-term yields continue to offer great value to our Qualified Settlement Fund clients.
“I LIVE MY LIFE LIKE THERE’S NO TOMORROW…..” -DAVID LEE ROTH
That’s the mantra for this 10-year bull market, which seems to be focused on strong earnings and economic data while ignoring some major risk factors. Here’s a quick recap of July market events:
A collection of relevant articles and tweets, updated regularly, so you can stay up to date. We do the gathering, so you don’t have to.
The Fed raises rates a quarter point, as expected. The question now is what is the “neutral rate” at which it stops raising rates. It’s currently implied at 2.9%, which corresponds to 4 more quarterly 25 basis point increases over the next year.