Recent Articles By The Author

How to Interpret and Play Wednesday's Fed Announcement

A June rate hike is now almost certain.

Thoughts ahead of the Fed

A Big Week for the Bond Market

A Big Week for the Bond Market

The CPI and bonds, and what it means going forward.

Jobs Report, the Fed: An Aggressive Way to Play It Is With Mortgage REITs

Right now the bias is to sell bonds that get tight rather than ride out the yield.

Powell Testimony today

Post Powell thoughts

What the Spike in Treasury Bonds Supply Means for Interest Rates and Inflation

The huge $179 billion issuance this week is only the beginning.

The Fed Minutes, Inflation, Rate Hikes and What the Market's Reaction Tells Us

Stock investors should be paying more attention to Fed policy, less to the 10-year yield.

Reaction to the Fed Minutes

Short-term, I'm not sure much changes, but it shows a Fed that's perhaps more open-minded.

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