Inflation, the Fed and How to Position Your Portfolio Around the Latest Numbers

The evidence that inflation Is slowing Is mostly circumstantial.

Appetite for Fixed Income Is Rising, and This Chart Shows Us Why

Interest rates tell us a story.

Taking a Leap of Faith Is the Only Way to Invest Right Now

This week is do-or-die for the market, as the bear and bulls continue their tug of war.

A Yield Curve That's Flat Like Colorforms Isn't Child's Play: Market Recon

The narrowing of spreads on Treasury notes remains a matter of concern, as we also look at Coupa Software.

The Most Important Credit Lesson I Ever Learned

What could a bunch of quant geeks learn from some boring head of credit? Turns out a lot.

Investors, and the Fed, Should Watch the Bond Market

Bonds have been up. Perhaps the market sees a weakening economy and is getting in front of a potential rate hike pause by the Fed.

What Should You Do With Your GE Bonds?

What seem like very small changes in risk perception lead to relatively large changes in bond prices.

Trump's Fed Bluster Likely Will Be Much Ado About Nothing

The president's attempts to intimidate Jerome Powell probably won't impact Fed policy, with one possible exception.

3 Ways to Position Your Portfolio After the Latest Fed Rate Hike

Where the Fed stands, what to expect over the next few meetings, and what the market may not be pricing in yet.

Where the Fed Stands and How to Trade It

There are 3 ways to position for more Fed hikes in 2019-2020 than the market has priced in.