2026 Marketability Risk Premium 
Musings on Markets
MAY 24, 2021
As we approach the mid point of 2021, financial markets, for the most part, have had a good year so far. All of these measures, no matter how carefully designed, give a measure of inflation in the past, and markets are ultimately concerned more with inflation in the future.
Global Finance
OCTOBER 29, 2024
Data has been better than we expected, not only in the labor market but also consumer spending remains very resilient. The market still expects that the Fed will be able to continue rate cuts at a regular cadence into next year. The risk looks a lot better, and all those reasons support the soft-landing thesis.
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