Strategas Asset Management
The debt ceiling raise is now solidly in the past, and the bond market is now grappling with twin liquidity drags (Fed balance sheet reduction and a Treasury cash raise). For the near-term...
Thomas Tzitzouris
Jun 08, 2023
Our Three Takes: As voting occurs on the debt ceiling deal, debate over fiscal drag begins; The market tide may have risen but it has not lifted all boats; Will the market accelerate higher or...
Jerry Hendricks
Jun 01, 2023