A Yield Curve That's Flat Like Colorforms Isn't Child's Play: Market Recon
The narrowing of spreads on Treasury notes remains a matter of concern, as we also look at Coupa Software.
The Most Important Credit Lesson I Ever Learned
What could a bunch of quant geeks learn from some boring head of credit? Turns out a lot.
Investors, and the Fed, Should Watch the Bond Market
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 Should You Do With Your GE Bonds?
What seem like very small changes in risk perception lead to relatively large changes in bond prices.
Trump's Fed Bluster Likely Will Be Much Ado About Nothing
The president's attempts to intimidate Jerome Powell probably won't impact Fed policy, with one possible exception.
3 Ways to Position Your Portfolio After the Latest Fed Rate Hike
Where the Fed stands, what to expect over the next few meetings, and what the market may not be pricing in yet.
Where the Fed Stands and How to Trade It
There are 3 ways to position for more Fed hikes in 2019-2020 than the market has priced in.
Why 2018 Looks a Lot Like 2005
Apply the lessons of that boring trading year to today's market.
3 Tells That Say Inflation Remains Under Control
The 2-year Treasury yield, TIPS and gold all indicate the Fed shouldn't be forced to put a clamp on inflation.
Reading Jackson Hole's 'Shifting Stars'
What Jerome Powell said and how investors should play it.