The Future Of Interest Rates

The recent surge in interest rates is largely credited to rising expectations of inflation (which might be premature) but it might also signal far more ominous problems within the global financial system. In either (or neither) case the huge supplies of Treasury debt hitting the market in ’21 will provide fuel for further rate increases.

The March issue of the Global Investment Letter (GIL) will be available shortly. February has provided no shortage of topics to discuss in this fascinating investment environment. We’re pleased that events continue to produce profits from our positions. However, we’re mindful that many catalysts exist that could produce volatility in unexpected ways, so we’re far from complacent. We continue to believe that the 2020s will be a bumpy ride!

The March issue will examine the recent move in rates as well as an update on key economic and geopolitical developments. Comments on major global markets will be updated as will the status and strategy being used with our investment positions.

If you found this post of interest, you’ll find the Global Investment Letter of value. To view free sample issues and to receive our weekly investment comment please visit: https://www.globalinvestmentletter.com/sample-issue/