Apr 2023 — Apr 2023
Apr 19, 2023 • 9 minutes
Day-to-day bond volatility continues to be quite elevated, and very few are really talking about it.
Apr 18, 2023 • 12 minutes
Sometimes you have to report what is and not what ought to be, and sometimes what is or what will be is different than what is or what appeared to be just two weeks sooner.
Apr 17, 2023 • 15 minutes
The odds of an additional quarter-point rate hike at the May 2-3 FOMC meeting have come up to 78% in the futures market as the Fed has done a good job sending a plethora of governors out to give speeches saying they believe it needs to be done.
Apr 14, 2023 • 13 minutes
At the end of the day, investor behavior will always be the primary determinant of investor outcomes. And investor behavior is deeply tied to how one views the “last dollar on the table.”
Apr 13, 2023 • 11 minutes
The end is near. At least for this rate hike cycle. Credit is contracting. And both stocks and bonds seem to be seeing some form of easier path ahead.
Apr 12, 2023 • 10 minutes
Today was a highly anticipated day, as we were set to get the latest look at inflation data.
Apr 11, 2023 • 8 minutes
It will be interesting to see if the Fed wants to resolve their uncertainty the hard way.
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