CIO Newsletter

JUNE 2021

Transitory

With all due respect to the good folks at Merriam-Webster, we at Nottingham feel that it is the US Federal Reserve chair’s definition of the word transitory that carries the most weight these days. Barely a reference to inflation goes by without some Fed official using the term transitory in the next breath. A LOT is riding on the Fed’s definition of the adjective, namely the future length of this bull market, which has benefitted both bond and stock investors.

Read the full newsletter>

2021

2020

2019

2018

2017

2016

2015

2014

2013