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Fed • 3 min read FOMC Day Minus One: Waiting For Nothing The federal funds rate (FFR) futures market has consistently been predicting several cuts in the FFR since March 2023 (chart)…
Stock Market • 3 min read MARKET CALL: Investing Without A Trump Or Powell Put Anything is possible in Trump World. We can't rule out the possibility that a bear market started on…
Bond Vigilantes • 3 min read Bond Vigilantes Pushing Back Against Reckless Monetary & Fiscal Policies The 10-year Treasury bond yield is up 100bps since the Fed started lowering the federal funds rate (FFR) by 100bps…