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How Stressed Are Bonds?
May 27, 2025
There is growing alarm about Treasury yields exceeding 5%. However, many market indicators do not suggest alarm and point to these levels as "normal."
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CoT Commentary: Natural Gas Bullish Sentiment
May 27, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
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Quick Comments/What We’re Reading
May 27, 2025
Today's topics include countries look to shorten duration on debt, the case for Eurozone common debt issuance, Germany now holds title of world's largest creditor nation, a look at the Fed's interest payments, Fedspeak, global shipping, and the housing market
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Cartoons
May 27, 2025
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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
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Cartoons
May 23, 2025
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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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Cartoons
May 22, 2025
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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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Cartoons
May 21, 2025
Newsclips
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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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