In last week’s Commentary, Doves Versus Hawks, we stated: “There appear to be two camps...
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Flexible Japanese Monetary Policy Weighs On U.S. Bonds
Ten and 30-year U.S. Treasury bond yields rose sharply, with their yields piercing 4%. The driver...
Doves Versus Hawks. The Differing Views Propelling Policy
The Fed has raised rates by 5.50% in a little over a year. For the most part, during that period,...
PacWest is Back in the Headlines
Remember PacWest? Following the demise of Silicon Valley, Silvergate, and Signature banks in March,...
Lower Rates Limited Stimulus – The Feds Future Headache
Over the last thirty years, the Fed has relied on lower interest rates to pump the economy when it...
Taylor Swift and The Swifties Are Pumping the Economy
“Despite the slowing recovery in tourism in the region overall, one contact highlighted that...
Consumer Borrowing Facing Headwinds
The recent New York Fed Credit Access Survey report shows consumer borrowing is becoming more...
Albert Edwards Asks What on Earth is Going On?
Albert Edwards of Societe Generale wrote a thought-provoking piece based on the graph below. He...
Will the Nasdaq Rebalance be a Nothing Burger?
On July 24th, the Nasdaq 100 will reduce the weightings of its top seven holdings to try to better...
Are The Treasury and Fed Managing Market Liquidity?
The federal debt cap was lifted on June 3, 2023. The Treasury immediately flooded the markets with...