The Baker Group had an interesting graph from one of their presentations
that I think captures the history of bankers in rising rates. Hard to make yourself
continue to buy on the way up, when what you have bought is going down in value.
Takes a contrarian mindset, a defined plan, and a stomach/nerves of steel. If it was
the stock market would say "look at all these beautiful stocks on sale." ��
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Original Message:
Sent: 7/6/2022 12:09:00 PM
From: Barb Rehm
Subject: Fed Tightening Curbs Banks' Appetite for Bonds in Q1
This week's post from S&P Global Market Intelligence shows tighter monetary policy led banks to invest less cash in bonds during the first quarter. Bank bond portfolios shrunk to 26.1% of assets, with banks favoring bonds with shorter maturities. See how your bond strategy compares with the industry's at large.<o:p></o:p>
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Barb Rehm
Senior Managing Director
IntraFi Network
Arlington VA
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