Inside Markets

Listen to our Managing Partner and CFA, Andrew Graham, answer questions we've been receiving from clients at Jackson Square Capital. We're answering questions regarding bond yields, high unrealized gains, and AI.

Listen to Jackson Square Capital's CFA and Managing Partner, Andrew Graham, answer questions relating to his market outlook for the year.

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Monetary easing and disinflation remain as the dominant bullish equity themes.

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We expect earnings to be the main driver behind this week's price action.

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Many earnings driver outperformers and downside reports were released yesterday and today.

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The logic behind pricing in a March rate cut originally came from Fed officials' repeated emphasis on the annualized 6-month run rate core PCE. That measure should fall below the Fed’s 2% inflation target prior to the March meeting.

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Real yields will likely decline from current levels but remain at highly restrictive levels unless something breaks.

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Ten-year Treasury yields look like they’ll top out near 4.25% as markets price for Fed policy normalization to begin this summer.

January is a volatile month for inflation data as many labor and supplier contracts are rest at the new year.

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March rate cut expectations are repricing to lower levels which is putting upside pressure on short-dated bond yields.  

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