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Richard Bernstein Advisors 1251 Avenue of the Americas Suite 4102 New York, NY 10020 212-692-4088

Portfolio Specialist Regions



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The #Fed clearly has a ton of work to do yet and #forecasts of the “terminal rate” increasingly seem much too low. Real Fed #Funds still near-historically negative while the jobs #market is RED HOT.

Thinking about how to position your #portfolio for the rest of the year? Watch the replay of RBA’s market #update to learn how to navigate this unusual market environment:

The #Fed clearly hasn’t tightened enough. “Free money” fueled speculation, meme-stock mania, and gross misallocations of #capital all continue unabated. (Chart: @Bloomberg)