Economic and inflation forecasts have a highly significant impact on treasury bond yields....
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Powells Termination Can’t Come Fast Enough
On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast...
Frontrunning Tariffs Boosts Economic Activity
Recent consumer sentiment readings have been horrendous. For instance, the University of...
Rare Earth Metals: Does China Have The Trump Card?
The chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies on...
Volatility Boosts Bank Bottom Lines
Despite, or actually because of, the recent market turmoil, many large banks and brokers reported...
The Dollar And Inflation: Don’t Believe The Hype
Recently, we have seen claims that the “collapsing” dollar will cause inflation. While...
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...
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