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In accelerating policy normalisation, Fed seeks to reaffirm credibility
05 May 22 Insight Fixed Income

In accelerating policy normalisation, Fed seeks to reaffirm credibility

Kapstream Capital explain why the Federal Reserve (Fed) is prioritising the need to reel in inflation that has proven to be anything but transitory.
Another step towards policy tightening - with a caveat
18 Mar 22 Insight Fixed Income

Another step towards policy tightening - with a caveat

Kapstream Capital caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.
FED up
01 Dec 21 Insight Fixed Income

FED up

Kapstream Capital discuss how they're positioned as uncertainty over global economic recovery and monetary policy entwine, creating a particularly challenging time for fixed income investors.