Tricky crosswinds facing the central bank will have major implications on the markets.
Many people have the wrong impression about the relationship between interest rates and stocks, which could lead to trading mistakes.
If rates rise and earnings stall, that will be a problem for equities.
The Fed will keep raising short-term rates, but longer term yields are likely to fall.
The minutes of the latest Fed meeting show remarkable uniformity among FOMC members.
The narrative that the job market was reaccelerating now seems off base.
I have a few takes on this along with some updated thoughts on how I'm positioning portfolios.
Right now the bias is to sell bonds that get tight rather than ride out the yield.
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