The Price Of “Things” Vs. Treasury Yields
See below— a chart of the CRB index (red line) versus the ten year treasury yield, white...
Read MoreSee below— a chart of the CRB index (red line) versus the ten year treasury yield, white...
Read MoreLast week I suggested the Fed would likely remain on hold for the remainder of 2015. On...
Read MoreThere has been amazing volatility the last couple of days in many markets, as the policy of...
Read MoreThrough the last half of 2014 until March of 2015, the Euro steadily sold off versus the dollar,...
Read MoreThe US yield curve has been steepening throughout 2015, shown below as the rise in the 2/10...
Read MoreOn Wednesday there is an FOMC meeting where the Fed will issue its quarterly Summary of Economic...
Read MoreIn periods of stock market stress, the near VIX contracts rally much faster than the deferred...
Read MoreOn April 21, 2015 Janus’ Bill Gross called German Bunds the “short of a...
Read MoreInteresting quote from Lawrence Lindsey at last week’s Peterson Foundation Fiscal Summit:...
Read MoreIt took 13 months for yields at the long end of the treasury curve to move from the highs set at...
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