Growth vs Value is also a bet on the economy … no landing, soft landing, or hard landing?

$/JPY and Yen Rates, Currency Intervention or BOJ abandoning negative rates?

Down but not out – there’s hope for the rest of the year for the S&P 500

US Rates Valuations, BofA Interesting Valuation Approach!

With MBS mostly below 3% they trade like Treasuries

Historical evidence points to stocks gains during hiking cycles