The overall market seems to be mispricing the threats of rapidly increasing prices and the fast-spreading Delta variant.
The primary issue with seasonality is that it can be a good excuse for corrective action in the right environment.
The largest tech investors in Asia and Africa are scouring India for prospects after souring on China.
That's the challenge for the Fed as it tries to determine the timing of tighter policy.
For now, it remains a guessing game. So until then, enjoy the free ride.
Plus, a look at Dollar General and Peloton Interactive, which both disappointed with their announcements on Thursday.
I could be wrong, but as far as I can tell, nobody else is telling the story about the sudden movement in these yields.
This COVID-19 vaccine is the potential savior of more than just the market.
The bull view on bonds isn't totally crazy. The prudent thing is to remain defensive on rates.
Today we are faced with higher input prices and sticky inflation at a time growth is slowing.