Tag Archives: Markets

April 19, 2018
April 18, 2018
Markets

Bond Investors are Shouting ‘Put Up or Shut Up’ Over Inflation
 |  Newsclips

U.S. Treasury investors are NOT necessarily underestimating the Fed or inflation's potential to rise, but requiring rising prices and wages to truly show up in realized data. This is the 'put up or shut up' phase after investors priced in improving surveys for growth and inflation earlier this year. Range-trading will persist as long as inflation news trends remain subdued. ... Read More

April 17, 2018
April 16, 2018
Markets

Have Surveys Become False Prophets?
Webcasts

Financial markets are unfortunately suffering from a circular reference due to group-think and herd mentality. We use the information and ideas from 'the group' as a heuristic to form our own opinions. The world has become exponentially more complicated and inter-connected, therefore to remain functional we allow the crowd to help us make decisions. Unfortunately, positioning in financial markets become polarized and surveys of the economy are of waning utility.... Read More

April 13, 2018
April 12, 2018