Markets
What Happened to Bonds Last Week?
April 14, 2025
The move higher in yields was started by the realization that tariff-driven inflation was going to keep the Fed on the sidelines even if the economy sank into a recession.
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How China Might Be Selling U.S. Treasuries
April 14, 2025
Foreign selling of U.S. Treasuries appears to be coming from Europe, where China custodies some of its holdings of U.S. debt.
Markets
CoT Commentary: Hedge Funds Short Across the Curve
April 14, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Financial News
Quick Comments/What We’re Reading
April 14, 2025
Today's topics include inflation expectations, Treasury market demand, round & round we go on tariff headlines, betting against the U.S. dollar, the markets need answers, defining a recession, the wealth effect, and Fedspeak gets a bit more concerned over inflation
Humor
Cartoons
April 14, 2025
Markets
Jim Bianco joins CNBC to explain what’s going on in the Bond Market
April 11, 2025
Jim Bianco joins CNBC to explain what’s going on in the Bond Market with David Faber & Sara Eisen.
Financial News
Quick Comments/What We’re Reading
April 11, 2025
Today's topics include China responds on tariff front, more on yesterday's CPI release, should the Fed take the other side of the basis trade unwind?, uncertainty paralyzing businesses, NAV dislocations when markets get crazy, Fedspeak, bonds vs. bunds, the dollar's slide, crude oil's effect on the trade deficit, and stocks for the long run?
Humor
Cartoons
April 11, 2025
Markets
Jim Bianco & Keith McCullough – Hedgeye Investing Summit Spring 2025
April 10, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.
Markets
Conference Call Replay & Notes – What’s Going on With the Bond Market?
April 10, 2025
The most interesting move in the last several days has been the inability of the bond market to rally on concerns of recession and a market crash. Why is this happening?
Data Reports
Inflation Watch – A Look Back at a Pre-Tariff World
April 10, 2025
Month-over-month inflation declined for the first time since May 2020. Supercore inflation's year-over-year growth rate fell to its lowest since March 2021. While this is welcome news for those concerned about inflation, the data does not yet reflect any of April's tariff effects.
Financial News
Quick Comments/What We’re Reading
April 10, 2025
Today's topics include what is the tariff rate after yesterday's pause?, what about American services?, will the rally continue?, the bond market remains the most important decider of policy, discussing yesterday's massive bounce, updating chances of a recession, Fedspeak, the United States vs. China, ...vs. the European Union, and tariffs are a reminder of Brexit