Recently, we have seen claims that the “collapsing” dollar will cause inflation. While...
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The Pause Heard Around The World
The S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day...
Is The Bond Basis Trade Freaking Out The Bond Market?
What is up with the bond market? Many rumors are floating around. For instance, some claim China is...
One Important Takeaway From Manic Monday
For those of you with bearish nightmares, we share one important takeaway from Monday’s...
Corporate Yield Spreads Start To Widen
Is a recession coming? That is the billion-dollar question investors now face. One gauge to help us...
Stagflation Or Just Stag?
While stagflation fears grip the market and make headlines, the bond market appears more concerned...
Fair Trade Isn’t Equal Trade: Trump Breaks Key Economics Rule
Heading into April 2nd, investors were under the impression that Trump’s goal was to set...
The Tariff Impact In One Graph
Over the past few weeks, we have discussed the sharp jump in the trade deficit due to a surge of...
Personal Savings: An Unpolitical Sentiment Gauge
Yesterday’s Commentary discussed the vast divergence in the economic sentiment of Democrats...
Liberation Day: A Bullish Scenario
Stocks are hitting the skids as April 2nd, or Liberation Day, quickly approaches. Investors are...