The short answer is that the Bank of Japan (BOJ) is letting the market set yields. For years, the...
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Bond Yields Are Surging: Narratives Vs. Fundamentals
Fiscal worries, the dollar’s imminent demise, and soaring tariff-related inflation expectations...
Retail Is Fearless: Buy The Dip Is On Steroids
Monday was a record-setting day. Stocks opened down 1% on news that Moody’s downgraded the US...
USA Versus JNJ
Over the last fourteen years, as we share below, the US government credit rating has slipped from...
The TLT Short Trade Is Crowded
Short positions in TLT, the popular 20-year US Treasury Bond ETF, have spiked to over 130 million...
Bank Regulators Will Help The Treasury
Per an article in the Financial Times titled US Poised To Dial Back Rules Imposed In Wake of 2008...
Homebuyers Are Paying More For Less
Below our Market Trading Update, we share analysis from the Atlanta Fed showing that housing...
Leverage For Retirement Plans: Is The Risk Appropriate?
Bloomberg recently published, This 30-Year Old’s Startup Is Bringing Leverage To 401K Savers....
Executive Order On Drug Prices Rattles Healthcare Sector
Despite the weekend’s positive news on China trade negotiations and the associated jump in...
Stealth QE Or Routine QT? Unpacking Recent Fed Activity
Tweets like the one we share below allude that the Fed is doing stealth QE, despite the fact that...