The bond market rises from the ashes
Category: Markets
A Day Of Inflation
Good news on inflation creates bad news on inflation
Bam! Pow!
Markets take a one-two punch.
Inflation Isn’t Going Down
So let’s talk about something meaningless instead
Bad News Is Good News Is …
… bad news is good news is …
Quick Market Comment
Off to the races
Revenge Of The Bond Vigilantes
A once thought to be extinct species roars back to life
Taking Stock
Financology dons its rose colored glasses
Synthetic Systems 2023.75
Synthetic Systems quarterly update
What About Bonds?
Rock meets hard place
Bear Market Confirmed
Follow up on the state of the stock market
CPI Spikes
Pace of CPI picks up
Crude Bubbling Up
Oil that is
It’s About The Fed
Of two minds?
It’s Not About The Fed
Wow … such bad …
CPI Rises
The declining trend of CPI inflation is over
When Will Wile E Coyote Look Down?
Market update
Up Up And Away
The Energizer Bunny Rally
I Sold All My Stocks Today
Because I sold most of my stocks wouldn’t make a good headline
2023=1999+2007
It’s not just bad arithmetic
Are US Stocks Up Today?
The topsy turvy world of financial media
Omen
A deeper dive down the yield curve
Market Outlook
Stocks, bonds, commodities…
Synthetic Systems 2023.50
Synthetic Systems quarterly update
Market Comment
Whoosh!
Anorexia Nervosa
Thin breadth gets even skinnier
More Rate Hikes?
All overboard!
How Monetary Policy Affects Asset Prices
Connecting the dots…
Sell in May?
… and go away…
Synthetic Systems Beta
Time for an upgrade
Market Note
Bias in financial media reporting
Markets Update
Stocks under the macroscope.
Synthetic Systems 2023.25
Synthetic Systems quarterly update.
Interest Rates Cut
Interest rates slashed in March!
Divergence
Is this the divergence we’ve been looking for?
Bailout
When is a not-a-bailout a bailout?
Bank Failure
Another domino falls.
Not About The Dollar?
Breaking out of the box.
Still All About The Dollar
Capital markets price action is still driven mostly by the pricing unit.
Treasury Yields Break Five
Putting interest rates in perspective.