Recent Articles By The Author

Here's What to Make of Bond Market Gyrations

There also are multiple ways to look at what to expect next from Treasuries and junk bonds and how to act accordingly.

My Big Takeaways on Friday's Payrolls Report

I see almost nothing here not to like, and it shows plenty of signs that the labor market is actually gaining steam.

Now's No Time to Form Emotional 'Bonds' With Your Candidate

Here's my take on keeping our feelings out of investing and how the Treasury and credit markets are reacting to the election.

Reading the Bond Market and Investing Through the Election

Most of the media's attention is on the presidential race. However, that isn't what has been moving the bond market in recent weeks.

Question: Can You Quantify the Effect of Quantitative Easing?

Twitter chatter about 'QE 4EVER' may soon become a reality -- but what will it mean for the markets?

My Case for Treasury Yields

Here are some trade ideas that include being long corporate bonds right now.

Treasury Yields, Jobs, Stimulus and the Markets

While a Biden win is likely fully priced in, control of the Senate is up in the air, and that makes a big difference.

Key Takeaways for Investors in the September Jobs Report

Despite a headline miss, underlying details indicate there's a lot to like in this report.

Friday's Jobs Report Will Give Clues About Recovery's Direction

I believe we are in a transition period, and here's what to look for in the next few employment reports.

'Not Much More' Fed Can Do. Now, We're on Our Own

With Fed's toolbox emptied and a big stimulus package unlikely, here's what I see for the economy, credit markets, and ... yes, stocks.

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