Tag Archives: Markets

April 25, 2022
Markets

Bond Market Carnage Update
 |  Featured, Newsclips

When measured on a total return basis, the bond market is in a historic decline. Yet, futures positioning and economists' opinions are not overly bearish. Momentum-driven research is very bearish and stands in opposition. Add it up and sentiment data is not suggesting a capitulation low in prices has taken place yet.... Read More

April 22, 2022
April 20, 2022
April 19, 2022
Markets

How Serious Should the Fed Be?
 |  Featured, Newsclips

The market is concerned the Fed has fallen behind on the inflation front, so yields are spiking and bank stocks are falling in kind. The remedy is for the Fed to get serious and start raising rates 50 basis points at every meeting going forward. Yes, this risks the Fed doing too much and breaking something. But this is the consequence of the Fed dismissing inflation as transitory last year and staying way too easy for way too long.... Read More

April 18, 2022
April 15, 2022
April 13, 2022
April 8, 2022
April 7, 2022
April 5, 2022
April 4, 2022
April 1, 2022
March 29, 2022
March 28, 2022
March 25, 2022