CPI was higher than expected, primarily due to sharply rising shelter prices. Shelter prices are...
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ARKK and AGG- Revisiting the Tortoise & Hare
Below, we share a summary of an article we published Wednesday. It discusses how the ten-year...
Prime Day Again- Desperation and Lower Prices
Amazon kicked off its second Prime Day of 2022, offering great deals to its customers. On its own,...
Foreign Banks Are Selling Bonds
In our article Bond Yields Are Defying Yesterday’s Logic, we walked through traditional...
Jobs Market Remains Robust
Despite rising interest rates and slowing economic activity, the jobs market remains robust. The...
The Fed’s Repo Program Is Reducing Market Liquidity
The Federal Reserve has a big hand when it comes to market liquidity. While the Fed’s balance...
The United Nations and IMF Warn the Fed
ADMINISTRATIVE NOTE: Our apologies for yesterday’s lack of new commentary. We had a technical...
Is Credit Suisse On The Ropes?
Rumors are floating around that Credit Suisse, Switzerland’s second-largest bank, is having...
Q4 Brings Hope After a Dismal Q3
This past quarter (Q3), investors took their lumps. However, seasonality analysis points to a...
Pension Funds and Leverage Threaten Financial Stability
Thursday’s Daily Commentary led with the story of the Bank of England’s (BOE) temporary...