u.s. treasuries

1 min read 2020-11-11 19:00:00

Can We Just Get Back to …. Fundamentals?

I know it’s still way too early for Christmas references, but remember the line in the Grinch movie when the mayor of Whoville says, “Can we just

2 min read 2020-11-04 19:00:00

Well, Election Day 2020 sucked all the air out of the room, to say the least. As we await election results, there’s another force in Washington,

2 min read 2020-10-28 18:00:00

In my two most recent blog posts, I highlighted the premise that “deficit discipline” in Washington, DC, (the Federal Reserve (Fed) included)

3 min read 2020-10-14 18:00:00

The question of the week in bond-land is, “what will the impact of the ‘blue wave’ be?” In our Market Insights: Planning for Potential 2020

1 min read 2020-10-07 18:00:00

Jobs Day last Friday was the final such report before the election. However, given the headlines surrounding President Trump and the First Lady’s

2 min read 2020-09-30 18:00:00

While March seems like a long time ago (at least for me), the repercussions of perhaps the worst two-week period in the U.S. high-yield (HY) arena

2 min read 2020-09-23 18:00:00

Ah, remember the original Batman TV series? There was nothing like a good Riddler riddle for the dynamic duo. Well, the answer to my crack at it is

2 min read 2020-09-08 19:30:53

This article was contributed by Tom Beck of Portfolio Wealth Global. We’re not in a Dot.Com bubble, but we’re certainly in a TECH DISRUPTION

2 min read 2020-08-31 18:00:00

While Powell & Co. didn’t necessarily telegraph the Jackson Hole announcement regarding the Federal Reserve’s (Fed) new policy framework,

2 min read 2020-08-26 18:00:00

Tomorrow morning Chairman Powell is scheduled to take center stage at the annual Jackson Hole conference. In the past this appearance by the Chair of

2 min read 2020-08-19 18:00:00

As we continue to be bombarded with headlines and news stories on a 24-7 basis, sometimes it’s difficult to know what to focus on in terms of

2 min read 2020-08-12 18:00:00

With the dog days of August upon us, I thought it would be useful to take a step back to provide some thoughts and analysis on the current state of

2 min read 2020-07-30 01:00:00

With all that has happened thus far in 2020, it’s easy to forget that, technically, the Federal Reserve’s (Fed) current easing cycle actually

3 min read 2020-07-27 18:00:00

We just endured a horrible first half of the year, caused by the global pandemic. The first quarter was bad, and the second quarter was ugly. But

2 min read 2020-07-22 18:00:00

I haven’t had to blog about LIBOR and any attendant funding issues for a while … and that was the good news. Unfortunately, the negative market