2018

Until we see the US economy slowing, we should expect rates to rise. And if inflation starts to rise, rates will rise further still.

Claims that moves by central banks in China, Japan and Europe are dominating the US Treasury market are flawed because the 'model' used to make those claims is flawed.

It’s semantics whether 2.50%, 2.63% or 3.00% is the right level to declare a bear market in bonds. What matters is that the two best-known bond market investors are now saying we are in or near a bond bear market.

There hasn’t been inflation in the economy since the early 1980s. It collapsed with the end of the Soviet Union and with the rise of China as a supplier for consumer goods.

While the month-to-month numbers were ordinary, the trend for the past few months is down.

Economic data coming out of the United States continue to show a robust consumer-led expansion. The latest consumer credit report showed the largest monthly gain since November 2001, with outstanding consumer credit rising by $27.95…

When you look at what the US has gone through over the last decade, in terms of the job market, what stands out is the total decimation of jobs during the Great Financial Crisis. But something else stands out too — and that’s demographics.

You don’t get the same level of job growth after eight years of an economic upturn as you do after one. And this is borne out by the statistics.

I’ve looked at Ian Bremmer's list of potential geopolitical crisis triggers and the one that stands out for me is North Korea. And so I want to use the bombing of Kosovo as a historical precedent to explain what could be driving US…

The investment climate is being shaped by two powerful forces.  First is the very accommodative policy stance.  In addition to the accommodative monetary policy, fiscal policy is also supportive.