The yield curve was all the rage in 2023. As investors witnessed the deepest and longest-lasting inversion in modern... read more →
This morning the latest survey from the National Association of Home Builders was released and the details were a... read more →
January CPI inflation came in much hotter than expected this morning, with headline CPI rising at 0.5% for the... read more →
Markets were rattled yesterday morning with the news over the weekend that President Trump planned to apply tariffs of 25%... read more →
With about 20% of companies in the S&P 500 index having reported earnings for Q4 of last year, it is... read more →
Government bond total returns have been disappointing over the last 10 years annualizing 1% from 2014 to 2024. Due to... read more →
Q4 earnings reporting is officially underway, and it is off to a great start. The big banks kicked off the... read more →
As a new year gets underway, the big news so far has been the relentless march higher in bond yields. ... read more →
The Federal Reserve cut the Fed Funds Rate by another quarter point yesterday, and yet markets tanked anyway with stocks... read more →
Despite the Fed having already cut rates twice since September (and likely cutting them again today), the amount of assets... read more →