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Daily Market Commentary

Oil And Bond Yields Are Tied At The Hip

By RIA Team, Aug 19, 2024

Over the last year or so, crude oil and ten-year U.S. Treasury bond yields have been highly...

Walmart Gives Investors A Ray Of Hope

By RIA Team, Aug 16, 2024

Walmart’s earnings report gives investors hope that weakening retail spending trends may be...

Without Shelter Prices Deflation Is Raising Its Head

By RIA Team, Aug 15, 2024

Unlike yesterday’s cooler-than-expected PPI report, CPI was right on the screws. As expected,...

What Is NIXT?

By RIA Team, Aug 14, 2024

The Wall Street Journal shared an interesting investment strategy that Research Affiliates (RA)...

Newsletter Writers Freaked Out Last Week

By RIA Team, Aug 13, 2024

The graph below from Bianco Research shows a stunning change in sentiment among stock market...

Patience Pays In Volatile Markets

By RIA Team, Aug 12, 2024

Starting with a special video on Monday morning and our Daily Market Commentaries throughout the...

Labor Hoarding: The Labor Market Lynchpin

By RIA Team, Aug 9, 2024

According to the latest JOLTs report from the BLS, the number of job hires has fallen back to...

The Bank Of Japan Calms Markets

By RIA Team, Aug 8, 2024

If you want more evidence that the recent spate of intense volatility was related to the yen carry...

Hedging Extremes Highlight Fear

By RIA Team, Aug 7, 2024

The two graphs below tell us the market was petrified on Monday and willing to pay exorbitant...

The Yen Carry Dump

By RIA Team, Aug 6, 2024

CLICK HERE for a short video on the state of the markets and yen carry trade. Weak employment data,...