A reader of our Daily Commentary asked how we measure corporate credit spreads in light of the...
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The EU And Apple Hit With Tariffs
After a bout of relative market tranquility, investors were rudely awakened Friday with a barrage...
Why Are Yields Surging In Japan?
The short answer is that the Bank of Japan (BOJ) is letting the market set yields. For years, the...
Bond Yields Are Surging: Narratives Vs. Fundamentals
Fiscal worries, the dollarโs 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....