paid Fiscal Policy • 2 min read Uncle Sam Downgrade Raises Caution Flag In yesterday's QT, we noted that the 10-year Treasury bond yield was back just over 4.00% and…
paid Inflation • 1 min read Sunny Day Today was a sunny day for stocks and bonds following a few stormy days. That's even though two…
paid Bond Market • 2 min read What's Driving Bond Yields? Two of our favorite technical indicators for the 10-year Treasury bond yield are currently bullish. The yield tends to be…
paid Economy • 2 min read Rollercoaster Ride in the Bond Market At the start of this year, the widespread economic consensus was that a hard landing is coming. The consensus changed…
public Fiscal Policy • 2 min read In Government We Trust Over the past 12 months through January, the federal budget deficit totaled "only" $1.6 trillion. That'…
public Stock Market • 2 min read Join Me As My Guest In NYC With A Special Valentine's Day Discount I’m incredibly excited about an upcoming opportunity for you and I to meet personally, talk investing strategies, and answer…
paid S&P 500 • 2 min read Calm Waters For Now The S&P 500 recovered nicely on Friday after it reacted badly to the morning's stronger-than-expected November…
public Recession • 2 min read Yield Curve Spread Signaling Rate Peak The yield curve spread between the 2-year US Treasury note and the 10-year US Treasury bond is a leading indictor…
public Bond Market • 1 min read Foreigners Still Piling Into US Dollar & Bonds The 10-year US Treasury bond yield dropped sharply from 4.25% on October 24 to 3.72% today. Recent CPI…
public Stock Market • 2 min read Going Fishing For Stock & Bond Market Bottoms Last Thursday’s lower-than-expected CPI inflation rate for October was greeted with a huge rally by stock and bond investors.…
paid Fed • 2 min read What Will Powell Say? Tomorrow afternoon, the FOMC is widely expected to increase the federal funds rate by 75bps to a range of 3.…
public Surveys • 1 min read Another Weak Regional Business Survey With the exception of the 2.6% (saar) increase in Q3's real GDP, the other more forward-looking economic…