Specialty

Look for chances to short rates as sentiment turns more and more against hikes in 2016.
Fannie Mae change will make it easier to get nonperformers off their books.
Look for chances to short rates as sentiment turns more and more against hikes in 2016.
Government spending flows can tell us a lot.
There's never been serious consideration by governments and financial industry leaders as to what this implies.
It's Fed governors vs. bank presidents and the executive branch vs. the legislative branch.  
There are many reasons for a selloff. Being in a long-running bull market should never be one of them.
Believing the economy functions best by allocating as much income toward housing as possible is insane.
The Efficient Market Hypothesis points to a different story than what the Fed would like you to believe.
When the Fed released its minutes, it provided some clues about the state of the debate within the Fed.

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