From mid-July through September, the U.S. dollar rose steadily. Over the period, the dollar’s...
The Whales Turn Bullish On Bonds
Over the last week, some of the largest and most well-followed investors, also known as whales,...
Labor Report Sends Yields Lower
The October labor report, released Friday, indicated slowing job growth in the US last month. The...
War Is Being Discounted As Recession Concerns Return
Almost a month ago, on October 7th, Hamas attacked Israel, and concerns of a much larger war in the...
Chairman Powell And The Fed Likely Enter A Long Pause
In the November FOMC statement, Chairman Powell and his colleagues at the Fed did as the market...
The BOJ Is Relaxing YCC. Why You Should Care.
The Bank of Japan’s (BOJ) policy meeting on Tuesday resulted in a shift away from yield curve...
Cheap Money Keeps The World Spinning
The growth of the global economy and the value of the world’s financial assets are a function...
False Narratives Weigh On The Bond Market
False narratives are stories market pundits tell to justify market actions. Sometimes, they are...
The NFIB Small Business Optimism Index Remains Pessimistic
The September NFIB Small Business Optimism Index (blue) fell to 90.8 from 91.3, remaining near the...
Coke And Pepsi Fall Victim To Ozempic
Shares of Coke and Pepsi were down about 5% on Thursday and trending lower as Ozempic and other...