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Bond Market
51 posts
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MARKET CALL: Bond Vigilantes Spooking Stock Jockeys
Last year, during August, we anticipated that US bond yields would rebound. Indeed, they have. During December, we expected a…
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Modern Monetary Magic At Work
Republican Everett Dirksen was the Senate Minority Leader during the 1960s. Cautioning that federal spending had a way of getting…
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Powell & Co. Slams The Pedal To The Metal
Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims…
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Treasuries Anticipating Trump 2.0?
Long-term US government bond prices fell sharply since the presidential debate on Thursday evening. The 10-year Treasury yield rose from…
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Anatomy Of The Bond Yield
We expect that the 10-year US Treasury bond yield will remain rangebound between 4.00% and 5.00% for the…
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The Blob Keeps Growing. So Why Aren't Bond Yields Soaring?
The federal deficit narrowed a bit to $1.63 trillion over the 12 months through April (chart). However, over the…
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Market Call: Loop-The-Loop
Keep your seat belts on: There may be a few more loop-the-loops in the stock market's rollercoaster ride.…
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Hawks Fly Higher For Longer Than Doves
It's official: Fed Chair Jerome Powell confirmed today that he and his colleagues aren't convinced that…
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Dr Ed's Market Calls .... as reported in the financial press
We are often asked about our track record in predicting the economy and financial markets. In response, we've…
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Fairy Godmother Of The Bond Market
When Janet Yellen was Fed chair from 2014 to 2018, we often referred to her as the “Fairy Godmother of…
