“A re-acceleration in inflation spells problems” for the bond market, says Jordan Lopez of Payden & Rygel. But, if the growth picture remains strong and unemployment remains firm, Jordan sees a possible “Goldilocks” scenario for risk assets. On a hotter inflation print, he says the Fed is “back in play.”

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Payden and Rygel

Payden & Rygel is one of the largest privately-owned global investment advisers. Founded in 1983, they manage fixed income and equity portfolios through domestic and international solutions.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.
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