Tag: bond yields
Falling Interest Rates Is Historically Bullish For Precious Metals!
Investors are getting excited about the Federal Reserve's interest rate pause and a soft landing for the economy.
Time will tell, but I do want...
Context and Facts Expose Bearish Bond Narratives
“For me context is the key – from that comes the understanding of everything.” -Abstract Artist Kenneth Noland. That holds true for us as...
Lower US Yields and Weak USD Can Be Supportive For Bitcoin
Looking at the recent financial data, the U.S. Consumer Price Index (CPI), which measures changes in the price level of a market basket of...
Real Rates Drive Stock Prices
My firm's Daily Market Commentary provides market insight, analyzes economic and financial news, and highlights a few graphs worthy of discussion.
Occasionally, I stumble upon a...
It’s All About Market Risk and the Long Bonds
Monday, after a lot of spooky headlines, the SPY touched the 23-month moving average or the 2-year biz cycle breakout point right around 417.
Plus, TLT flashed green...
3 Market Insights: Rising Yields, Netflix Resilience, Tesla Price Drops
There has been no shortage of global news and economic data to consume and consider. Today, we highlight 3 key market insights:
Yields set to...
Janet Yellen Suggests Much Lower For Much Longer
On October 5, 2023, Treasury Secretary Janet Yellen made a very telling statement about the future course of interest rates.
YELLEN SAYS DEBT SERVICE COSTS...
10-Year Treasury Yield Breakout Targeting 6.3 Percent?
Rising interest rates have been the talk of Wall Street and Main Street for the past 2 years.
And just as many thought interest rates...
Unpacking Bond Yields: Is This Time Different?
In Our Elevator Pitch For Bonds, we ask, “is this time different.”
Our view of the attractiveness of bonds can be honed into an elevator pitch....
Interest Rate Hike Plateaus and Recessions: The Lag Effect Unveiled
Despite surging interest rates, there are few signs they are impeding economic activity or causing distress amongst borrowers. It may seem strange that higher...
