Tag: federal reserve

Fed Pause and Trade Optimism Boost Markets… Overbought or More to Come?

There has been a dramatic shift in the probability of further rate hikes by the Fed, and as we near the midpoint of February, the markets have behaved much like they did in the beginning of last year. Investor appetite for risk has increased and volatility has recessed, as higher returning sectors such as small cap stocks, emerging markets, and junk bonds have all resumed leadership versus their higher-quality counterparts. Read More