The evidence that inflation Is slowing Is mostly circumstantial.
Interest rates tell us a story.
This week is do-or-die for the market, as the bear and bulls continue their tug of war.
The narrowing of spreads on Treasury notes remains a matter of concern, as we also look at Coupa Software.
What could a bunch of quant geeks learn from some boring head of credit? Turns out a lot.
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 seem like very small changes in risk perception lead to relatively large changes in bond prices.
The president's attempts to intimidate Jerome Powell probably won't impact Fed policy, with one possible exception.
Where the Fed stands, what to expect over the next few meetings, and what the market may not be pricing in yet.
There are 3 ways to position for more Fed hikes in 2019-2020 than the market has priced in.