Tyler and Jordan recap the first half equity, fixed income, and commodity markets. Inflation is impacting valuations for both stocks and bonds while negatively impacting consumer sentiment. The good news is valuations are coming down to more sustainable levels and returns after bear markets have historically been strong. Check out the charts discussed and a recap of the podcast at Podcast (lvmcapital.com).
Tyler and Jordan recap the first half equity, fixed income, and commodity markets. Inflation is impacting valuations for both stocks and bonds while negatively impacting consumer sentiment. The good news is valuations are coming down to more sustainable levels and returns after bear markets have historically been strong. Check out the charts discussed and a recap of the podcast at Podcast (lvmcapital.com).