paid Fed • 2 min read FOMC's Message: High For Longer The FOMC’s latest Summary of Economic Projections (SEP) released today shows that the median forecast of the federal funds…
paid Bond Market • 2 min read Canada's Inflation Spooks Bonds Around the World Canada's CPI inflation rate in August jumped to 4.0% from 3.3% in July on higher gasoline…
paid Market Call • 2 min read Market Call: Waiting For The Verdict The S&P 500 has been marking time recently around its 50-day moving average waiting for a verdict (chart)…
paid LEI & CEI • 2 min read Bond Prices Go Drip, Drip, Drip The 10-year US Treasury bond yield rose above 4.00% at the beginning of August on better-than-expected economic data. It…
paid Bond Market • 2 min read Bond Vigilantes Running Into Some Resistance The 10-year US Treasury bond yield continues to run into resistance around 4.25%, which was last year's…
paid Fiscal Policy • 2 min read Uncle Sam Downgrade Raises Caution Flag In yesterday's QT, we noted that the 10-year Treasury bond yield was back just over 4.00% and…
paid Inflation • 1 min read Sunny Day Today was a sunny day for stocks and bonds following a few stormy days. That's even though two…
paid Bond Market • 2 min read What's Driving Bond Yields? Two of our favorite technical indicators for the 10-year Treasury bond yield are currently bullish. The yield tends to be…
paid Economy • 2 min read Rollercoaster Ride in the Bond Market At the start of this year, the widespread economic consensus was that a hard landing is coming. The consensus changed…
public Fiscal Policy • 2 min read In Government We Trust Over the past 12 months through January, the federal budget deficit totaled "only" $1.6 trillion. That'…
public Stock Market • 2 min read Join Me As My Guest In NYC With A Special Valentine's Day Discount I’m incredibly excited about an upcoming opportunity for you and I to meet personally, talk investing strategies, and answer…
paid S&P 500 • 2 min read Calm Waters For Now The S&P 500 recovered nicely on Friday after it reacted badly to the morning's stronger-than-expected November…