Browsing Tag

bonds

The yield curve is now super-inverted

I am doing my 2019 outlook pieces now. And I plan on making some market outlook comments in the coming days. But, what's going on in the market right now is equally important. As the stock market takes a battering due to concerns about…

Fight the Fed

Stocks sold off big again today. Slowly, we are inching ourselves toward a bear market here. And I think the mantra has to be 'Fight the Fed'. In this morning's market piece, I explained why this could be the Fed's last rate increase. And…

The credit cycle is now turning down

I am now stuffed with Turkey after days sitting around eating for the Thanksgiving holiday here in the US. Today is Black Friday, the biggest day of the year for retail sales. And so it makes sense to write this newsletter post today.  I…

A quick note about the bond market

I don't have a daily post for you today. So, in lieu of a daily, I wanted to make some more general comments about interest rates that I have been making in my market commentary pieces. The accelerated hike timetable In February, I wrote a…

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