Mind Tricks

BY FERNANDO DE FRUTOS, CFA, PhD | CIO BOREAL CAPITAL MANAGEMENT | 24 JUNE 2021 • After having managed to deny the inevitable without losing credibility, the Fed has surprised the market by shortening the timetable for the first rate hikes and tapering of asset purchases. The reason has been that the economy continues to … Continued

Mind Tricks

BY FERNANDO DE FRUTOS, CFA, PhD | CIO BOREAL CAPITAL MANAGEMENT | 24 JUNE 2021 • After having managed to deny the inevitable without losing credibility, the Fed has surprised the market by shortening the timetable for the first rate hikes and tapering of asset purchases. The reason has been that the economy continues to … Continued