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.
Apply the lessons of that boring trading year to today's market.
The 2-year Treasury yield, TIPS and gold all indicate the Fed shouldn't be forced to put a clamp on inflation.
What Jerome Powell said and how investors should play it.