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March Minutes Offer Window into Fed's Thinking

Is there a fear of inflation? Is there a chance to go negative? What's next? Here's what we can conclude from the body's own words.

The Market Makes Its Own Time

Remember, folks, this is what a post-crash environment looks like.

Know These Plots and Characters to Guide You as This Drama Unfolds

As the Covid-19 crisis takes its toll on our people and economy -- and the world's -- we must break things down as simply as possible to see what's happening.

Assessing the Covid-19 Crisis: The Good, the Bad and the Questionable

Let's look at what's driving the market and global economy -- and look back at some lessons learned from our last crisis in 2008.

Where Are U.S. Interest Rates Headed? A Quick Check of the TLT

I'll want to pay close attention to Monday's price action in the TLT.

Bonds: We Are in a Brave New World

Given recent actions, the way we view fixed income may be changed forever.

I'm Dusting Off My Old Playbook for Bonds Right Now

After a strong day for fixed-income markets, let's learn from 2008 how to play this volatility.

Now, It's Fed Unlimited

The quantitative easing program was explicitly expanded to become unlimited, so let's pick through the details of what this means -- and what it means for bonds.

Credit and the Fed Lead the Way

Watch these three ETFs for the signs that Fed support is working.

We May Be Entering a New Paradigm Shift in Asset Allocation

We will enter a hyper inflationary world at some point. In that environment bonds and equities will move together in the same direction, and the 60-40 model will not work anymore.