What Fed Tapering Would Mean for the Markets and Economy
Ahead of Jackson Hole, the Fed knows QE is doing more harm than good.
Simplifying the Rates Market
As Jackson Hole approaches, here are my views on tapering, rate hikes and the markets.
This Is a Tough Environment to Forecast Rates
With so many questions around inflation, COVID, the Fed, and stimulus and policy, it's hard to determine what will happen in the rates market. Here's my take.
The Inflation Decision Tree
Decide what you think the inflation story is going to be and position accordingly.
Yields Continue Their Perplexing Fall
The action in Treasuries is just one more reason to be cautious about equities at current trading levels.
Question Marks and Market Implications: Interpreting the June Jobs Report
Here's what the numbers mean and how the market will likely evolve from here.
As the Fed Spreads Its Wings and Circles, Keep Your Focus on Bonds
The Fed is more hawkish, but what does that mean for investors?
Are Bond Yields Sending a Warning Signal to Stocks?
Whether this move was driven by a short squeeze or by a new buyer, in the end, it doesn't make a difference.
The Labor Shortage Is Real: Here's What That Means for the Fed and the Market
Powell can no longer assume there will be many months of strong labor gains before wage pressure becomes a serious challenge.
Don't Be Fooled by the Data
Wage inflation is a real risk.