What Do Equities Know That FX and Commodities Do Not?
The biggest risk right now is the yuan level versus the dollar.
Why These Countries Are Dumping U.S. Treasuries and What It Means for the Dollar
Data has been decent, but is showing signs of softness as the demand collapse in the rest of the world feeds into U.S. data.
Where Bond Yields Are Headed Next -- and How to Play It
After recent liquidation, it seems the risk-reward is on the downside for the dollar and U.S. bonds.
Bonds Continue to Provide Good Excuse for Normal Corrective Action
To a great extent what is happening is just the normal ebb and flow of the market as interest rates rise.
Jim Cramer: Focus on the Long Term in This Algo-Driven Bond Squall
The speed with which this move in the bond market is occurring is whipping around the much-smaller stock market.
Market Reacts in Pavlovian Manner to Latest Fed Pronouncements
The news out of the Fed triggered computer programs to sell equities, but there is no follow through so far today.
A Hawkish Fed Still Can't Kill This Market
The market is anticipating higher rates and some inflation and that likely will matter at some point, but not yet.
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.
Jackson Hole Recap: What Powell Really Said and How Investors Should Play It
Interpreting the 'shifting stars' of Fed policy.