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Bond Yields Have Normalized
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits,…
Eric Wallerstein
Eric joined YRI in 2024 after reporting on bonds at The Wall Street Journal and working as an analyst at the NY Fed. He studied economics, finance, and politics at Bucknell University.
265 posts
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Dr Ed's Video Webcast 1/8/25
The January Barometer and January Effect have been interesting statistical regularities that may not have much investment usefulness. It’s…
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Bond Vigilantes Put 5% Yield In Crosshairs
The US economy continues to roar. December's ISM purchasing managers survey showed that services activity remains strong. The…
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Will SMidCaps Continue To Underperform?
Today was another good day for technology stocks, semiconductor stocks, and the Magnificent-7. In the S&P 500, they…
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MARKET CALL: AI Coming To Vegas, Baby, Vegas!
The Q4-2024 earnings reporting season is about to start, led by the big banks. We expect that during their conference…
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The Economic Week Ahead: January 6-10
The economic week ahead is chockful of labor market indicators for November and December. We're expecting them to…
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The Great (Yield) Fall Of China
Today's Wall Street Journal reports: "Now, as Trump prepares for his second administration, American companies have largely…
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Dr Ed's Video Webcast 1/1/25
Ed and Eric look forward to the new year.
❇️Exclusive Early Access for Paid Members: Below, you'll find…
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2024 Was A Roaringly Good Year For Stocks
This is the time of year when we all wish one another a healthy, happy, and prosperous new year. The…
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Some Air Coming Out Of Post-Election Balloon
The post-election rally has been losing steam since early December (chart). The S&P 500 peaked at a record…
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MARKET CALL: Crosscurrents & Riptides
January could start the year off with some volatility in the bond and stock markets. There are lots of fundamental…
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Bond Vigilantes Pushing Back Against Reckless Monetary & Fiscal Policies
The 10-year Treasury bond yield is up 100bps since the Fed started lowering the federal funds rate (FFR) by 100bps…
