Debates continue to run rampant during the last six months of the London Interbank Offered Rate (LIBOR) benchmark. Some think the Secured Overnight Financing Rate (SOFR) benchmark is the perfect unitary solution. Meanwhile, others believe that a multi-benchmark environment is best. As a result, uncertainty, confusion, and opinions have started to muddle the path of “Life after the LIBOR”.
Debates continue to run rampant during the last six months of the London Interbank Offered Rate (LIBOR) benchmark. Some think the Secured Overnight Financing Rate (SOFR) benchmark is the perfect unitary solution. Meanwhile, others believe that a multi-benchmark environment is best. As a result, uncertainty, confusion, and opinions have started to muddle the path of “Life after the LIBOR”.
As the economy continues to recover with inflation increasing, many investors are starting to realize that the tech-fueled V-shaped recovery may have caused equity valuations to trade at a premium.
As a follow-up to my last post on the massive investment opportunity in leading luxury goods brands, I wanted to drill down into a particular category within the luxury goods industry.
The most considerable risk to markets has naturally started to shift as COVID-19 uncertainty fizzles out. Inflation, monetary policy shifts, and accelerated economic recovery have emerged as the refocused market risks.
The seemingly unlimited fiscal and monetary stimulus seen in the past 14 months will have consequences. We believe part of these consequences will show up in the form of inflation.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
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