Markets
The War Economy
April 2, 2026
A replay of our April 2, 2026 conference call.
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Page 1 of 826Economy
Revisiting Labor Breakeven & the Fed’s Dual Mandate
April 2, 2026
The declining breakeven payrolls rate is a unique feature of the new cycle. Tomorrow's payrolls report has a much lower hurdle to cross to be satisfactory.
Financial News
What We’re Reading
April 2, 2026
Commentary & analysis of selected stories on April 2, 2026
Conference Call
The War Economy
April 2, 2026
Join us today, April 2 for our next conference call.
Humor
Cartoons
April 2, 2026
Data Reports
Total Return Review – A Volatile Month
April 1, 2026
March was a volatile month for many markets. The energy markets saw some of their biggest swings in decades.
Financial News
What We’re Reading
April 1, 2026
Commentary & analysis of selected stories on April 1, 2026
Humor
Cartoons
April 1, 2026
Markets
Profiling Financial Conditions in March
March 31, 2026
March was a very chaotic month for markets, driven by an avoidable oil shock. Tighter financial conditions are the natural course. If the conflict ends and an acceptable resolution is reached, expect conditions to ease again.
Financial News
What We’re Reading
March 31, 2026
Commentary & analysis of selected stories on March 31, 2026
Humor
Cartoons
March 31, 2026
Markets
Iran and Ukraine Are Showing the Cost of War
March 30, 2026
Iran is proving that war no longer belongs to whoever owns the biggest ships and the most expensive missiles. Cheap mass-produced drones can now threaten oil, trade, and stability at a fraction of the cost. If the West cannot adapt fast, markets will price a more violent, riskier world.