What the latest numbers mean for the Fed, interest rates and bonds.
In some scenarios, the 10-year is actually cheap at 1.65%; here's why.
This is a hard market to trust, but be prepared for a market that may not fall apart as easily as many had envisioned.
It's no secret that the Fed would like to get out of the short-term repo business.
What the central bank said and hinted about rate cuts, inflation, repo lending and the coronavirus.
But rates to stay -- now let's see what happens after Fed's comments.
And that is exactly the problem for commodities as the Wuhan coronavirus rages through China and beyond with no clear end in sight.
The best thing the market could do right now is pull back.
There is no political will on either side of the aisle to address ever expanding deficits.
Worries of the coronavirus have faded quickly and analysts are chasing big-cap names higher on strong earnings reports. The Fed is on deck.