September Jobs Report: Has the Rot Already Set In?
Let's face it, the numbers aren't great and the trend is bad.
Intermediate Trade: TLT
Bonds are an interesting trade right now.
What's Really Going on in the Repo Market
Last week's repo spike is just the most spectacular example of a long simmering problem.
Gloom and Doom Could Lead to Several Positive Surprises
it seems that consensus is to interpret anything that can be viewed as bad, as actually bad, and anything that could be good, as an aberration that will soon become bad.
As Usual, Equities Are the Last Ones to Get What Is Really Happening
Like central bankers, the equity markets seem oblivious to weakening global economic conditions that indicate a recession already is here.
Powell and the Fed: Send in the Clowns
The Fed Chair's statement is such a mass of self-contradiction and obfuscation that it is no wonder his colleagues are deserting him.
Fed Rate Cut and Repo Intervention: What It Means for the Markets and Trading
The Fed as a group isn't completely sold on another cut yet.
Not Long Bonds Yet? Here's Why There's Still a Good Opportunity
I'm playing for the move down to 1% or 0.50% and earning yield while I wait.
OK Job Growth Isn't OK
If employment is weakening, it would be a very ominous sign that a recession is getting closer.
6 Reasons Why You Shouldn't Buy Treasuries Now
Bonds got ahead of themselves and there were number of factors at work.