Monthly ArchivesNovember 2021

October 2021 image

Dear Clients and Friends, October saw stock markets bounce back from their first meaningful loss in a year to post a strong gain of over 5% while intermediate and long term bond yields generally moved sideways. Short term bond yields started to move higher as fears over inflation and the Fed raising rates potentially next year forced traders and investors to reprice that part of the curve. October brought a lot of the same in terms of data and concerns; markets are very highly valued and inflation might be here longer than some thought. A few notable items for the month: Bezos, Ikea and The Rockefeller foundations pledged announced plans to create a Global Energy Alliance for People and Planet that will ...

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