Recent Articles By The Author
Fed Minutes Show the Market Needs to Rethink Its Rate-Cut Expectations
When it comes to inflation, the Fed may be risking their credibility.
What Are the Real Risks to Investors of a Lengthy Period of Trade Uncertainty?
Strictly in terms of the trade war, the question is whether tariffs are ultimately inflationary or not.
Questions About Inflation and the Fed Going Forward
Between favorable technicals and my view that a Fed rate cut is very likely, I'm bullish on Treasuries here.
Here's My Take on the Jobs Market
After some choppiness earlier in the year, the employment picture has settled into a very strong place.
The Fed's Old 'MO' Is No More
What happened with the Fed Wednesday and how to position for what comes next.