Browsing Tag


The backside of the coronavirus storm

The eye of this economic and healthcare storm has passed over us and we are just now getting hit with the backside of the storm. And so, as I await the initial jobless claims report at 8:30 Am EDT, the question is: how bad will it be? But…

Are we in recession already?

Setup We are set for yet another down day in equity markets, with S&P and Nasdaq futures showing 3% losses as I write this. The real moves are in the bond market though because we've seen 20 basis point moves at the long-end of the…

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More