Author Archive
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Aug 5, 2024US Treasuries are sticking a bullish reversal – an admirable feat following an unforgettable selloff. -
Jul 24, 2024Gold had a disappointing week but stay bullish. -
Jul 18, 2024The bull market is back! -
Jun 24, 2024High yield bonds are rolling over relative to Treasuries -
Jun 14, 2024And don’t lose sight of the bond market, especially high-yield bonds. -
Jun 5, 2024The US Dollar Index $DXY is violating its year-to-date trendline. -
May 22, 2024Risk-seeking behavior, Emerging Market currencies, and interest rates imply the dollar will eventually sink. -
May 15, 2024Investors don't seem to care about the greenback. -
May 6, 2024The talking heads are about to call the top in commodities. It’s coming, so we might as well prepare. -
Mar 4, 2024Lots of commodities are rallying but gold hasn't been able to break out. But when it does.... -
Feb 12, 2024Whenever a fellow parent asks what I do, I tell them I comment on interest rates. -
Feb 7, 2024King Dollar reigns supreme, and its near-term rally shows no sign of slowing. What can you do about it? You can profit from it. -
Feb 2, 2024Bullish signs on the long end of the curve. -
Jan 29, 2024High-yield bonds are printing fresh highs relative to US Treasuries – signs of a healthy risk appetite. Bond market volatility is collapsing, allowing equities to take center... -
Jan 18, 2024US dollar bulls are in control. Fresh highs dot the US Dollar Index $DXY chart. Sellers are nowhere to be found. The question is, when – or where – will buying pressure...
