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The Fed left rates unchanged. The Bank of Japan (BOJ) hiked. The Swiss National Bank (SNB) cut. The latter was a surprise. The Fed hinted at...
The Fed left rates unchanged at this past week's meeting as expected but the guidance was hawkish. Markets didn't like it and gapped down on Thursday....
The Fed's balance sheet expansion was one of the main drivers of asset prices and liquidity in the aftermath of the pandemic, as it injected trillions...
While we believe Treasury Yields are a no-touch right now, they should begin to see big inflows once the labor market begins to crack and the...
Too bad most of the market is still not following the trend of AI and high-tech stocks. And that includes the commodity stocks, especially energy, gold...
The last time the Fed paused hiking the FFR anywhere near 5.25% was not coincidentally during the prelude to the Great Recession & Financial Crisis, which...
The Fed hiked another 25 bp as expected. The Fed outlined some of the problems but downplayed the bank crisis. They also left things open for...
Do you want to know what is really plaguing the entire banking system? A plethora of high-risk loans was made when money was virtually free during...
A big week coming up with the FOMC May 2-3 and the expected 25 bp hike with a pause. Friday brings us the April job numbers...
The PPI came out this week and was somewhat higher than expected. The Fed made hawkish statements. Markets swooned, gold dropped, USDX and bond yields rose....