You KNOW what happens next … Ok, c’mon … You HAD to see that was coming … As a card-carryin’ TRANSITORIAN early on, believe me when I say I DO…
Good morning … IF the bond market is going to rally, putting PAID to dire economic (and therefore rate CUT) forecasts, the early trading is certainly…
Good morning. While YOU Slept Treasuries have been led lower by intermediates overnight with the UK/EU markets following along amid locally 'overbought…
Good morning … The FOMC was, in my view (which again, I’ll remind you was not asked for and not likely what you signed up for), was quite clear…
Good morning … I’m going to begin by attempting to address the Elephant in the Room (without Tim Tebow) … JPOWs SPEECH (HERE) which is what THIS Nick…
Good afternoon. Catching up and missed all the fireworks yesterday, it would appear… Stocks, Bonds, Crypto, & Commodities Soar As 'Dovish' Powell Trumps…
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Good AFTERNOON … There are a few things on my mind after a very big week of global central banking. I remain of the view — which you did not ask for nor…
Good morning … The Buffalo Bills issued the following statement at 1:48 am on Damar Hamlin's condition. "Damar Hamlin suffered a cardiac arrest…
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Good morning … Happy Irrational Exuberance anniversary! … Clearly, sustained low inflation implies less uncertainty about the future, and lower risk…
Before I sign off for the year, a bit of housekeeping … couple things hit my inbox which may / may not be of assistance for you as you tackle the last…
Good morning … 2mil bpd CUT in supply? Seriously? Stocks and bonds will eventually get it as this comes to a theater near you and me soon. Fill up yer…
Good morning … ahead of JPOW later on today (whether or not he’s worth listening too is touched on just below), ZH reminds Stocks Cower Ahead Of…