Tag: interest rates

The Federal Reserve Pauses: What Comes Next?

After hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed a pause. Since the Fed started hiking...

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...

Copper Prices Jammed Up: A Big Move Is Coming!

There has been a lot of indecision in the financial markets. And today we highlight some of that indecision via the price of Copper. On today's...

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...

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...

Bond Market Noise Hides Tremendous Opportunity

Treasury yield levels are overwhelmingly a function of inflation. However, in the short run, a plethora of influences can explain deviations between yields and...

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...

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...

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