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Yield Hunting March 2024 Newsletter | Narratives, Narratives, Round And Round
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Yield Hunting March 2024 Newsletter | Narratives, Narratives, Round And Round

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Yield Hunting
Mar 02, 2024
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Yield Hunting March 2024 Newsletter | Narratives, Narratives, Round And Round
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Summary

  • Rate cuts are being pushed back and the narrative is shifting towards higher-for-longer rates.

  • The inflation story is expected to shift back to disinflation in the next month.

  • The market is driven by narratives rather than fundamentals, and investors should be cautious of sentiment-driven investing.

  • The Core Portfolio was down slightly (-0.3%) in th…

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