Some bearish bond investors in Japan and the US appear to believe that a paradigm shift is...
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Judges Trump Trump’s Tariffs
On Wednesday afternoon, the judges from the US Court of International Trade struck down some of...
Consumers Are Not As Gloomy
The Conference Board’s consumer confidence index surged from 85.7 to 98.0. Such was the largest...
Assessing Credit Spreads After The USA Downgrade
A reader of our Daily Commentary asked how we measure corporate credit spreads in light of the...
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 dollar’s 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...