Add MKM Partners Chief Economist & Market Strategist Michael Darda to the increasingly long list of analysts who are looking for the US Federal Reserve to start a balance sheet diet in September. Oh, and about those recent moves higher in the US Ten Year Note, don’t worry, dear investor. There is a relative value analysis at play as rising interest rates could continue. [timeless] Rising interest rates impact stock market valuations, but this time it could be different The traditional analysis regarding the relationship between stock valuations and interest rates is accurate. “Yes, it is true that all else…
Dear Investor, Don’t Worry About The Recent Moves Higher In The Ten Year
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.