paid Inflation • 2 min read The Economic Week Ahead: November 13 - 17 The third week of the month tends to be action packed with key economic indicators. This week's batch…
paid Bond Market • 2 min read Powell Is Still Calling The Shots The bid-to-cover ratio is the dollar value of bids compared with the dollar value of debt offered. Falling bid-to-cover ratios…
paid Crude Oil • 2 min read Oil's Slippery Slope The NYMEX nearby futures price of a barrel of crude oil peaked this year at $93.68 on September 27.…
public Productivity • 2 min read Productivity Is Making A Comeback! Today's bond and stock rallies was boosted by Q3's Productivity and Costs report released at 8:…
paid Week Ahead • 2 min read The Week Ahead: October 29 - November 3 Investors would clearly like to see peace on earth and goodwill towards all people. But that ain't happening…
paid Inflation • 2 min read Is Inflation Persistent, Sticky, or Transitory? In our opinion, price inflation is turning out to be transitory after all. Wage inflation is more persistent, but moderating.…
paid Bonds • 2 min read A Sunny Day With Storm Clouds Despite the dark news coming out of the Middle East, today was sunny in the bond and stock markets. It&…
paid Week Ahead • 2 min read The Economic Week Ahead: October 9-13 This is a big week for two big issues troubling the bond market, namely inflation and the US federal budget…
paid Crude Oil • 3 min read Saudis Have A Vision Saudi Vision 2030 is the vision of Saudi Crown Prince and Prime Minister Mohammed bin Salman (MBS). He wants to…
paid Week Ahead • 2 min read The Economic Week Ahead: September 25-29 This is a relatively slow week for economic data. That means that the markets will be mostly entertained by the…
paid Economy • 2 min read Good News Is Bad News, For Now The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread…