Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Higher inflationary expectations and rising rate worries are prevalent across the world. The Fed enacted two rate hikes in the first half and offered a hawkish guidance for the whole year. The central bank is now planning two more hikes this year.
