News

No one in places like Florida or Myrtle Beach or Colorado’s Glenwood Springs wants to wake up to a headline, sensationalist ...
Heading into the session, we knew there was a high bar for CPI to have a positive influence on bonds with the future tariff ...
Tariffs and trade policy have been a new and important consideration for the bond market for just over a month now. That ...
April 11th after weekend trade talks between the US and China resulted in significant reductions in tariffs for a period of ...
Bonds mostly lost ground in the overnight session, and then lost just a bit more ground after the 8:30am econ data.  This ...
Just as Underwhelming as Expected No sense in trying to manufacture excitement out of something boring. Even before Fed ...
But Volatility Risks Remain Bonds started weaker, flipped stronger mid-day, and then slowly moved back to unchanged levels by ...
A glance at today's economic calendar quickly reveals that Fed speeches are the only game in town in terms of scheduled events. But what can the Fed say that we didn't already hear from Powell on ...
Whether it's today vs yesterday, or today vs the end of last week, the average top tier 30yr fixed mortgage rate is just a hair lower. Today's improvement was arguably a byproduct of trade related ...
Surprisingly Big Sell Off Relative to The Inspiration Bonds ended up selling off somewhat sharply today with the bulk of the ...
Here’s something that our Fed can’t do anything about, inflation-wise: coconut prices have doubled due to extreme weather ...