Wondering About Raised Rates? Don't Even 'Think' About Asking
At least don't think about asking Fed Chief Jerome Powell. The Fed concluded its June meeting, and here are my takeaways.
A Bond ETF and a Finance Name to Like as Bargains Shrivel Up
ProShares UltraShort 20+ Year Treasury and Ally Financial are two plays to consider in a market that looks increasingly overbought.
Is This a True Recovery or an Unwind? All Eyes on Powell and the Yield Curve
Let's see how the Fed Chairman Jerome Powell can justify more liquidity measures as jobs data have improved and asset markets rebound strongly.
Why I'm Shifting All the Way to Bearish Now
Look for Washington to rapidly lose interest in pumping stimulus into the economy.
The Fed Likes It Hot
The Fed believes that holding interest rates low will help get the economy burning but they could start rising, too -- so here's my take on the current situation and trades that make sense now.
Would a Common EU Bond Give U.S. a Run for Its Money?
The European Union has unveiled a historic proposal to fund fiscal stimulus through a common bond issuance, and it could mean real competition for the U.S. Treasuries.
This Is One Interest-ing Week: 20-Year Bond Auctioned, Fed Minutes Out
The Treasury completed its first auction of a 20-year bond since Ronald Reagan was president and the Federal Reserve released the minutes from its April meeting, so let's dig in.
Treasuries Are Giving Mixed Signals but Gravity Could Take Hold
Given the price risk in Treasuries, investors will likely be more inclined to take their chances in the stock market.
The Fed Isn't Going Negative, and Isn't Trying to Bail Out Losers, Either
Those chasing returns in credit need to be aware of what the Fed is and isn't trying to achieve, so let's dig in.
What Will It Take to Make Me Bearish?
A material shift in Covid-19 data and a resumption of political squabbling are among the factors that could give this bull pause for concern.