Bond prices have rallied nominally off last week’s lows as the 10-year has slipped in yield by about 10 basis points. Some are questioning why the advance as the data is ...
It appears as though projected global growth rates are rising every day. The IMF is now suggesting the global economy will expand by 6% this year, up from ...
The economic data is surging. The ISM Non-Manufacturing Index surged to the highest level since the 1997 inception on this data point. The reading exceeded even the most optimistic projection by...
Growth forecasts are continuing to be upgraded and recent outlooks now suggest world growth could hit a 60 year high in 2021 according to Bloomberg. The reasons are well known…shrinking virus threat, massive US stimulus, and...
Technologies staged a handsome advance yesterday as the President is proposing a $2.25 trillion stimulus that could potentially reward ESG investing. At this juncture stimulus is ...
Many times, I have commented about the velocity of change. Newswires are suggesting “one of the greatest hidden fortunes amounting anywhere from $5 to $15 billion” was ...
Will the selloff in the Treasury market continue? Investors have historically required a yield bonus (aka risk premium over a specific benchmark) to...
Equites closed at their lows with the NASDAQ shedding about 2.0% and the Dow unchanged. Treasury prices were insignificantly higher in price. Some, including myself, believe a reason for the mixed market was ...
The end of the first quarter is quickly approaching. Many, myself included, have expressed concerns about potential quarter and month end rebalancing. Long dated US Treasuries are...
“I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a .400 baseball hitter. But know I would like to come back as the ...