Thoughts and observations on Treasuries and the direction of interest rates.
It was all 'fun and games' when the long end of the yield curve was rising, but when the 5-year Treasury yield started to move higher, that caught the Fed's attention.
The equity markets got bopped in the nose Thursday and were sent reeling.
Three things tell me not only isn't there a bubble, but we actually might see a near-term bounce from a trading perspective.
If rates are going to keep rising from here, both of these things need to happen.
Powell was asked a number of questions about asset bubbles and financial stability risks during his press conference.
The former Fed Chair stole the show last week. Here's what it all means going forward.
Yellen will likely oversee a massive increase in government debt. How much is too much?
And don't forget to check your local banks.
The renewable energy sector looks especially attractive in light of the incoming Biden administration.