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We're Seeing Something Strange in the Credit Markets Right Now

BB- and B-rated bonds have performed well lately, but CCC-rated bonds are a different story -- this divergence hasn't happened in nearly two decades and it gives clues about what to expect for 2020.

From Treasuries to Trade: 11 Topics to Watch

Here are my views on topics including interest rate risks, events in Europe that could push European yields higher and the ongoing trade talks between Washington and Beijing.

This Market Is Very Sticky - Sticky to the Upside

Quite a few loud bears are predicting downside but that seems to work as a contrary indicator.

Why a Walgreens Buyout Could Stink for Corporate Bond Investors

Reports of two potentially major buyouts show the risks of late-cycle corporate bond investing.

This Market Is In a Classic Case of Duration Mismatch

Investors are borrowing money more and more from the future to buy into risky assets today.

Fed Rate Cut: What the Central Bank Is Saying and What to Expect From Here

It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.

Yields Are Going Higher: What to Sell and What to Buy

Why I'm very bearish on the long end of the yield curve and how to play it.

China Trade, Next Brexit Vote, Fed Action, Trading Lockheed: Market Recon

The Trump and Xi administrations are at least looking at the same page. That's more than nothing.

China, Brexit, Rate Cuts and Bonds: What to Know and How to Play It All

There are a number of important questions stemming from this series of events.

Markets Bet on Growth, 3 Month/10 Year Spread, Trading Nvidia: Market Recon

The Fed is doing this right. Let me repeat... the Fed is not screwing this up.