Interest Rates
Treasury Holders Are Complacent: They Shouldn't Be
Investors have been content holding duration and interest-rate risk despite the red flags. Complacency rarely ends well.
Those With Inflated Expectations for Fed Talk May Be Let Down
The Fed gives few new clues on how it will handle the average inflation targeting program; here's my read on the meeting.
The Fed's Inflation Push and What It Means for Your Investments
With unemployment at 10%, the 'water in the pot' is pretty cold.
Is the Fed Trying to Catch a Tiger by the Tail?
Here's how Fed policy should affect bonds -- and your portfolio.
Vaccine Chills, Divergent Trails, Fed-flation, Walmart and TikTok: Market Recon
Plus, Veeva Systems reports stellar results and ups its guidance.
A Marriage in Jackson Hole: Fed Gets Wedded to Policy
If you're buying growth stocks now -- and discounting future rate expectations -- then listen up as a course gets charted for years to come in this historic speech.
Bond Prices Will Move Before Normalcy Returns
Here's my 'counterintuitive' bet on lower Treasury prices, and therefore higher rates, right now.
Jackson Hole Preview: Everything You Need to Know Before Powell's Big Speech
Expectations are high for what's likely to be a news-making speech by the Fed Chair. Here's why it matters to investors.
It's a Bird... It's a Plane... It's ... Yields?
It can seem that more people believe in extraterrestrial life than in higher yields, but something strange appears to be going on. Let's dig in.
Making Sense of the Big Move on 10-Year Treasury Yield
The 10-year Treasury yield had its largest single-day rise since June 5, and here's what the current sell-off could be telling us.