Tag: equity markets

A Peak Too Far
Economics

A Peak Too Far

Bank Leumi LISI market comment, titled, “A Peak Too Far.” Check out our H2 hedge fund letters here. Keeping up with equity markets over the last year has felt like scaling an Alpine mountain range: each time we reach a […]

The Bell Has Been Rung
Economics

The Bell Has Been Rung

Last week we wrote a piece titled “Hey Equity Markets, Bond Yields Toll for Thee.” Well, bond yields tolled alright, and equity markets found their bell rung in terms of handling rising bond yields. The U.S. ten-year topped out twice […]