At the moment, the yield curve has been inverted since Barron’s 21 November 2022 issue, for almost a year, with little note by the financial media,...
In markets we face risk constantly. Trying to figure out what the risks are and where we are in the cycle is the hard part. This...
Summer doldrums it seems have hit markets. Some indices were up and others down but never by very much. News was driven in the markets by...
Last week the Dow Jones broke into scoring position. This week? Senator Schumer called to declassify secret UFO documents, Fitch Downgrade US treasuries from AAA to...
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...
Three quarters through the year and the bear market continues. Third consecutive negative quarter. The bond market is suffering its worst bear market in years yet...
As the FOMC reduced its “liquidity injections” in February, market valuations began deflating. And then this week, following a huge reduction in the FOMC’s balance sheet, the...
Looks like the bear market's over and inflation's finally halting. Happy days, right? Not so fast; it's time to exercise a little caution. The bear market...
There are plenty of countries out there with significant US Treasury Bond holdings, and China's right up there with the biggest. And while their holdings peaked...
It's official. We are in a technical recession. No, not an official recession. That'll be announced later. Although so far Canada is holding better. But Canada's...