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#1 archived pick
Federated Hermes
Aug 31, 2026
27 sec read
Secretary Bessent's "Treasury Twist" is unlikely to curb bond vigilantes, despite efforts to lower long-term yields.
Market data suggests this intervention, reminiscent of his Soros days, may not succeed.
#2 archived pick
Morgan Stanley
Aug 28, 2026
20 sec read
Europe's macro environment is surprisingly robust despite energy shocks and geopolitical risks.
Elevated inflation has pushed interest rates higher, making real estate debt look attractive.
#3 archived pick
Federated Hermes
Aug 28, 2026
26 sec read
Chair Warsh's Jackson Hole address signals the Fed's primary focus is now inflation, not employment.
He firmly stated the 2% PCE target is non-negotiable and that the central bank must act if inflation doesn't clearly move towards it.
#4 archived pick
Alliance Bernstein
Aug 28, 2026
21 sec read
AB's latest participant survey highlights a growing disconnect between employee confidence and actual retirement readiness.
While many express optimism about their financial future, their savings behaviors often fall short of what's needed.
#5 archived pick
Invesco
Aug 27, 2026
19 sec read
Investment grade credit offers attractive yields without the concentrated risk seen in equities.
Balance sheets remain robust, and yields have recovered from recent lows.