09.01.2023 – Rate Inflate
Fixed Income
Market Insights
Key Takeawayswith GT2s down 15 basis points and GT10s lower by 13 basis points respectively and 2s/10s less inverted...
03.02.2023 – Beware of the Bear
After an overtly bullish January for both stocks, bonds and credit spreads, last month proved much more challenging as resurgent inflation data, the s...
02.16.2023 – The Response Rate Debate
As financial markets digest the latest economic data pointing to resilient consumer spending, durable labor market strength and chronically high infla...
02.09.2023 – As the Curve Flattens
In what has become a familiar pattern during several, post-FOMC meeting new conferences over the past year, seemingly dovish comments delivered by Fed...
02.02.2023 – Dovish Fed Redux?
Federal Reserve Chairman Powell surprised investors and markets yesterday with a curiously dovish set of comments regarding goods disinflation and loo...
01.27.2023 – Fed Action and M2 Contraction
As those regular readers of this publication will know, we have long lamented the meteoric rise in money supply and the excess inflation
created by e...