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4 Important Takeaways From the January Jobs Report

What the latest numbers mean for the Fed, interest rates and bonds.

What's the 'Right' Level for Treasury Bonds?

In some scenarios, the 10-year is actually cheap at 1.65%; here's why.

4 Key Takeaways From the Latest Fed Meeting

What the central bank said and hinted about rate cuts, inflation, repo lending and the coronavirus.

The JOLTS Barometer, and the Best Bet on Bonds

There is no period in history where job growth slowed to a crawl and the economy didn't fall into recession.

If You Think the Fed Is Going to Hike Rates You're Just Blowing Bubbles

There is no inflation for the Fed to fight with higher rates, and the notion that low interest rates create asset bubbles is overrated.

Slower Job Growth Isn't Okay

A crucial question going forward is what will trend employment growth be?

This Won't Be the Fed That Slays the Bull Market

Clinging to outmoded ideas of what is 'normal' and even what is 'low' will prevent you from seeing just how hands-off this Fed really is.

What We Learned From the December FOMC Minutes

The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.

Don't Trash Junk Bonds: There's a Logic Behind Winning Their High Yields

Investing in these bonds requires a counter-intuitive approach, and reframing how you look at risk.

'Uncertainties' Out of Way, but Fed Hike Still Unlikely

The Federal Reserve left rates alone, but don't miss these subtle signals coming from Wednesday's statement.

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