Author: Matthew Paniati

Matthew Paniati joined Capital Advisors Group in 2015. He initially supported the Portfolio Management team as an Assistant Portfolio Manager before transitioning to the Research team in 2017.

What’s the Deal with Long-Term Rates?

What’s the Deal with Long-Term Rates?

July 28, 2016May 16, 2024 Economy & Rates

3 min readAs stocks soar to record highs, it seems as though the decline in long bond yields has been endless. Less than a year after the Federal Reserve saw economic conditions sufficient to warrant the first rate hike in almost a decade, rates on long-term U.S. Treasury bonds now lie at near-record low levels (with the…

The Fed’s Inflation Problem

The Fed’s Inflation Problem

December 1, 2015April 28, 2024 Investment Management

3 min readAs we approach the first rate hike cycle in almost a decade, it makes sense for cash investors to take stock of the state of the economy, as well as the Fed’s view of it. The pace at which the Fed raises interest rates will be important to anyone managing a cash portfolio, and close…