Newsclips
What We’re Reading
April 7, 2026
Commentary & analysis of selected stories on April 7, 2026
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Page 26 of 3388Focused Research
CoT Commentary: The Unwind of Short Dollar Positions
April 6, 2026
Investors are moving to reduce net short exposure to the dollar as the Iran conflict drives market participants to the only haven acting as such.
Newsclips
What We’re Reading
April 6, 2026
Commentary & analysis of selected stories on April 6, 2026
Focused Research
Employment in Pictures – Job Growth Snaps Back
April 3, 2026
With the Kaiser Permanent strike over and weather not being a huge factor, job growth snapped back in March.
Newsclips
What We’re Reading
April 3, 2026
Commentary & analysis of selected stories on April 3, 2026
Conference Calls
The War Economy
April 2, 2026
A replay of our April 2, 2026 conference call.
Focused Research
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.
Newsclips
What We’re Reading
April 2, 2026
Commentary & analysis of selected stories on April 2, 2026
Focused Research
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.
Focused Research
The Amazon of War
April 1, 2026
If the U.S. cannot reopen the Strait of Hormuz, then it is up to Ukraine’s "Amazon War" methods to break this stalemate and validate 21st century war tactics.
Newsclips
What We’re Reading
April 1, 2026
Commentary & analysis of selected stories on April 1, 2026
Focused Research
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.