Steele Point Investment Group
Oct 06, 2022 | Kelly Bogdanova & Tylar Lunke
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Analysis
As the Fed stares down inflation in the face of a deteriorating economic backdrop, U.S. fixed income yields have rarely looked better to us.
While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.
Geopolitical conflict and an energy crisis dominate an environment of unusually high uncertainty.
