A Fresh Opportunity to Fade Bonds As A Marginal Change in Inflation Ignites A Near Oversold Market
Financial markets set up the next trade to fade the iShares 20+ Year Treasury Bond…
Dr. Duru
Dr. Duru The Federal Reserve’s “Hawkishness” Finally Gets the Stock Market’s Attention
Attention! For three months, the bond market has flagged stabilizing inflation starting with the Fed’s…
Bonds Try to Weigh on A Market Trying Harder to Look Past Stabilizing Inflation
The Consumer Price Index (CPI) for November met “expectations”. As a result, the latest confirmation…
Inflation Stabilization Firms with Robust Services Spending
The Federal Reserve’s favorite inflation indicator, the Personal Consumption Expenditure (PCE) price index, hit a…
The Federal Reserve Is Paying Attention to Stabilizing Core Inflation
A month ago I asked who is paying attention to stabilizing core inflation? The question…
Who Is Paying Attention to Stabilizing Core Inflation?
The Consumer Price Index (CPI) report for September extended a stabilizing trend for core inflation.…
What A Victory Over Inflation Looks Like to the Federal Reserve
In its last statement and discussion on monetary policy, the Federal Reserve essentially announced its…
Consumers No Longer Accept the Blame for Inflation
During our recent experience with inflation, I frequently see and hear narratives about how a…
The Carry Trade Sweeps the Sahm Rule Aside
Events are happening fast in the financial markets. Suddenly a large convergence of negative catalysts…
The New Recession Obsession: The Sahm Rule
I first heard of the Sahm Rule on a trading podcast earlier this week. When…