público
Market Call: The Next Surprise
So far, September isn't living up to its bad reputation for the stock market now that the S&…
Stocks
10 posts
público
pagado
Charging to New Highs
The S&P 500 rose to yet another record high today, once again led by semiconductor stocks, in particular,…
público
Bond & Stock Prices In Mini Meltup Over Soft Landing
Investors are obviously relieved that the economy may be on a sustainable soft-landing path and might avoid a recession (again)…
pagado
Ackman's Big Short
“There is too much risk in the world to remain short bonds at current long-term rates,” Bill Ackman said in…
pagado
público
Fed Officials Calm Troubled Waters
The bond market was closed today for Columbus Day. However, the iShares 20+ Year Treasury Bond ETF (TLT) surged 2.…
público
Some Good News From The Bond Market
Hurray! The bond market will be closed next Monday for Columbus Day. It has done enough damage in recent weeks.…
pagado
Why Is the Bond Yield Soaring?
The latest batch of economic indicators was weaker than expected. On Friday, we learned that real personal consumption expenditures rose…
pagado
Core Inflation: The True Story
A few of our QT members asked us to explain why core CPI inflation, which has been so sticky over…
pagado
Bonds Weigh On Stocks
The 10-year US Treasury bond yield rose from a recent low of 3.425% on December 7 to 3.849%…
