Thought the Fed was done growing its balance sheet? Think again.
The evolution of a manic market and a fickle Fed.
The “safe-haven” is shining again.
Has recession already been averted?
Investors to bond issuers: “We’ll pay you to borrow money from us.”
How would the market interpret a Fed rate cut?
The 10-year yield broke back below a key level
Lately the stock market is doing less napping and more gapping.
The bond market has challenged the Fed to a game of chicken.
Projections of Fed rate changes appear misaligned with inflation expectations and GDP growth.
This reloaded Fed is a shadow of its former self.
Extraordinary policy measures are proving extraordinarily difficult to undo.
Stock buybacks buoy equity markets. Low rates buoy buybacks.
Is the Fed on a course to resume QE?
10-Yr Treasury Yield: Ordained to move upward or destined to move downward?
Is money market fund AUM growth signaling changing expectations?
Just how much is the Fed shaping the yield curve?
The stock market celebrated as the Fed recalibrated.
Investors have taken a big bite out of FANG.
Will the real fed funds rate please stand up?
The global QE landscape is changing.
Has the Fed moved too far too fast?
The U.S's biggest debt holder strikes back.
This yield metric has risen to its highest level in nearly 30 years
By this measure, money market fund assets are at a 25-year low.
U.S & China: A tale of two countries.
Central bank policies are increasingly diverging.
Is it different this time around?
Feeling the pain: Debt service on $2 trillion in USD-denominated EM debt has become more costly of late.
U.S. stock dividends have grown much faster than inflation.
JGBs: Canary in the coal mine?
The number of stocks leading the market higher is surprisingly low.
Is this the anti-inflationary mechanism the Fed is counting on?
Fed Policy Normalization: Too little too late?
The breakout of U.S Dollar may cause headwind for global equities.
The yield curve is flattening. How low will it go?
When complacency met fear: $18 billion monthly outflow of SPY.
What does the velocity of money have to do with inflation?
February 2018: A case study in VIX exposure
VIX is back, be aware of the normalcy bias in 2017 .
