Making Sense of the Disappointing April Jobs Report (And How I Traded It)
When government data seems strange like this, it is more likely to be an artifact of sampling or some other one-off reason.
Inflation Is Not Transitory
To get inflation fears, all we really need is a bunch of these subjects to hit the headlines.
Trading the Fed
We expect three themes to emerge from this week's FOMC meeting.
Here's Why Bonds Are Pausing, and Why Yields May Resume Their Rise
The possibility of lasting inflation is very real, and that possibility likely will result in bond yields continuing to rise.
MarketAxess Charts Present a Mixed Bag
There are bearish and bullish technical signals from the shares of the fixed-income trading platform.
March Jobs Report: What Stock and Bond Investors Need to Know
On Friday alone markets added half a rate hike to 2023.
Prepare for Higher Yields - Again
There are several things the Fed could do, but would it matter?
It Is Almost Buying Time Again: Here's My Shopping List
I still really like AAA-rated CLO ETFs.
Let's Talk About the Elephant in the Room
Traders have cashed in elephant-sized returns on a number of stocks recently, but this isn't a meme stock.
Does the Fed Have a Credibility Problem?
The Fed is saying they won't hike, but with recent moves in eurodollar futures, the market is saying 'we don't believe you.'