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Financial News

Quick Comments/What We’re Reading

May 23, 2025

Today's topics include the latest tariff headlines, an eye on the debt ceiling proceedings, Waller gets specific on tariffs & rate cuts, Collins less sure about rate cuts, don't expect a return to QE as yields rise, sentiment swings from one extreme to the other, the stock market shrugs off tariff concerns, the yen carry trade is becoming less enticing, potential fallout from the U.S. downgrade, and critiquing the trade policy uncertainty index

Humor

Cartoons

May 23, 2025

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Conference Call

The Current Drivers of the Bond Market

May 22, 2025

Join us today, May 22, 2025 for our next conference call.

Financial News

Quick Comments/What We’re Reading

May 22, 2025

Today's topics include rising concerns over deficit, charting yesterday's poor treasury auction, Dudley backs Bernanke's call for more robust Fed forecasts, the latest on the tax bill, DOGE & the labor market, hedge funds' short interest, the case against lowering the supplementary leverage ratio, and import volumes on the rise

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Humor

Cartoons

May 22, 2025

Financial News

Quick Comments/What We’re Reading

May 21, 2025

Today's topics include watching for fallout from U.S. ratings downgrade, tariffs being passed on to the consumer?, in search of an alternative to the dollar, flows into ex-U.S. stock funds, breaking down banks' unrealized losses, more "wait-and-see" rhetoric from Fed officials, today's 20-year Treasury auction, and global shipping stats

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Humor

Cartoons

May 21, 2025

Earnings

Q1 2025 Earnings Wrap

May 20, 2025

Earnings season is coming to an end with more than 90% of companies reported with over 77% beating expectations. Despite doom and gloom about the economy, Q1 was a strong quarter. 

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Financial News

Quick Comments/What We’re Reading

May 20, 2025

Today's topics include signs of tariff-driven inflation?, Fedspeak & rate cut outlook, where do valuations stand?, how to think about the 'big beautiful bill', more on the U.S. fiscal situation, 'Good volatility' generates returns for traders, past & future perspective on cargo shipments, retail investors won't give up, weak auction in Japan, and the size of the shadow loan market should be watched closely

Humor

Cartoons

May 20, 2025

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Bonds

The Current Drivers of the Bond Market

May 19, 2025

Yields are heading higher while the probability of a Fed cut is declining. Why is this happening? How does inflation, growth, tariffs, the Moody's downgrade, and the "Big Beautiful Bill" impact the bond market?

Markets

CoT Commentary: Bitcoin Over $100K But Not Attractive

May 19, 2025

The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.