Recent Articles By The Author

Janet Yellen, Interest Rates, the Fed and the Tapering Threat

Yellen will likely oversee a massive increase in government debt. How much is too much?

Just How Much Juice Is Left?

Here's my take on how to approach the stretched valuations in the credit market -- and how the action might be relevant to stocks.

Here's What Georgia's Runoff Results Mean for Rates, Fed, Economy

Let's check the odds of getting $2,000 stimulus checks in the mail, how much to expect rates to rise, and whether we should really expect to see 'Modern Monetary Theory' in play.

There's a Right Way and Wrong Way to Play Rising Rates in 2021

The bet is now on rates hiking in the new year. Here's how to position best if that happens.

Congress Passed Stimulus. Now We're on Our Own

Here's my take on the what to expect into 2021 for rates, the Fed, inflation and the economy overall.

What the Fed Did Wednesday and What It Means for 2021

Why is Powell talking such a big game but doing so little?

What Will the Fed Do Now?

What the Fed really needs to do is ignore interest-rate tools and focus on their confidence tool.

What Is This Poor Payroll Report Telling Us?

I don't want to overreact to a single month, markets are looking past it, but carefully watch other indicators as well.

Want a Clearer Signal on Treasury Yield Moves? Block Out the Noise

Yields waved higher on Tuesday on manufacturing survey data and stimulus headlines, but we've been here before. Here's my take on the move.

Mnuchin's Bomb, Yellen's Call, and the Data Deluge: Let's Make Sense of It All

Big headlines dropped this past week, including that funding for several emergency lending programs would not be renewed. Here, I'll sort it all out.

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