In this commentary we discuss equity investors looking past hotter-than-expected inflation reports as bond investors are repricing their assets. Volatility has been absent so far this year, but the stage for volatility is being set with different market expectations in bond and stock markets as well as earnings season approaching amid stretched valuations in large cap equities.
Commentaries are published by Cetera Investment Management LLC, an SEC registered adviser owned by Cetera Financial Group. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.