Goldilocks still…

Goldilocks backdrop persists We expected a summer cool down in the inflation trades. We expected that to be reflected in a temporary Goldilocks environment (not too hot, not too cold where inflation expectations are concerned). As part of this rotation Tech and Growth would retake leadership, at least temporarily. Sure enough, the yield Continuum pulled back, value/growth broke down and Tech has re-taken the lead. … Continue reading Goldilocks still…