If Stephen Miran gets his way and the Fed starts cutting 50 bps at every meeting, TIPS would get awfully attractive. The US just reopened …
David Kostin has been a regular in financial media for many years (I’ve been writing about him for more than a decade) but he’s decided …
Data from Freddie Mac: 6.26% rate for the Sept 18 week was 6.35% in the prior week This is the lowest since Oct 2024 This …
Trump’s lobbying efforts appear to be working. In terms of strategy, it looks like Trump is gearing up for a longer war with Russia that’s …
Trump has been aggressively lobbying Europe and India to stop buying Russian oil. With this comment, it’s not clear if he’s talking about the global …
Sector Overview The stock market heatmap today paints a dynamic picture with technology leading the charge, driven by a significant rebound in semiconductors. The semiconductor …
The timing and scale of future cuts is more uncertain We don’t think there is stress in gilt markets Global conditions are pushing up long-term …