The technology sector has been on edge in recent months, in part due to the evolving landscape of...
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Core CPI Lowest In 5 Years: Pre-Conflict Inflation Snapshot
The February CPI report was largely as expected. The month-over-month headline figure rose by 0.3%,...
Will Oil Prices Handcuff The Fed?
After Friday’s weak employment report, there was a rebirth of the once-dead argument for a rate...
The Oil Curve: Scary Headlines vs. Market Expectations
Rather than relying on Wall Street forecasts, scary headlines, and fear-mongering social media...
The Dollar Not Oil Is The Real Story
The Iran conflict has dominated the headlines, with the financial media primarily focusing on...
Will Oil Prices Unleash A Wave Of Inflation?
Bloomberg writes: “Iran War Oil ShockThreatens to Unleash Wave of Global Inflation.” To...
Credit Spreads Are Widening: Omen Or No Bother?
Increasing corporate credit spreads, or a growing divergence between corporate bond yields and...
Middle East Military Conflicts And Stocks
The question for investors is how the Iranian conflict will affect the stock market. The...
The Financial Sector Is Under Pressure
The heatmap below, courtesy of FinViz, shows the one-month performance of the S&P 500 financial...
MFS Collapses Adding To Private Credit Woes
In our February 3rd Commentary, we discussed the recent woes negatively impacting private credit...