Insights Library
Market perspectives, tactical signals, and practical education designed to help investors think more clearly about risk.
June 2021 Commentary
Equity markets were higher again in June, with recently-battered tech names roaring back relative to US small cap stocks. This resulted in a mostly sleepy VIX aside from a slight disturbance around the mid-month Fed meeting which hinted at sooner-than-expected rate hikes. Notably, treasury yields dropped on the announcement, apparently signaling a policy error that would choke growth