3 New Market Themes Under Trump
Since the election, the US Five Year Treasury yield has soared over 40 bps from around 1.25% to...
Read MoreSince the election, the US Five Year Treasury yield has soared over 40 bps from around 1.25% to...
Read MoreThis note is written prior to the election results. Just a few points to make that are more...
Read MoreThe Russell2000 small cap index is breaking down, and yesterday closed at the low, breaking down...
Read MoreIn the hiking cycle from 2004 to 2006, the Fed raised rates by 25 bps at every FOMC meeting taking...
Read MoreThe below charts are not exactly a mirror image, but the rally in high yield has been pretty...
Read MoreToday [Wednesday], the Fed releases minutes from the September 20/21 FOMC meeting. We already know...
Read MoreWhen I was a kid working on the floor of the CBOT, the way it was explained to me was,...
Read MoreOctober 4, 2016The price of oil is of huge importance to the US economy. Sure, there have been...
Read MoreOne official hike last December, one stealth hike over the past 3 monthsOn Wednesday the FOMC...
Read MoreFor a while, every time a Fed official would talk about hiking, the curve would flatten. To give...
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