What began as animal spirits since late last year has turned to realities on the ground. We have been writing of this transition period in conjunction with lofty valuations.

The administration being very clear; not about Wall Street but main street, reprivatizing, and detox.

For issuers it’s been a strong environment and for investors, a normalized rate structure post-pandemic allowing US Treasuries to do their job! The Fed enters their blackout period with a clear message of patience, a slowing consumer, and inflation that is running above a comfort zone for further rate cuts.

Get your rates updates every week with Gregory (Greg) Faranello, CFA Head of US Rates at AmeriVet Securities, Inc. with Monday Minutes.

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