Commentary
31 January 2020
Oh, bOh, boy. What in this strange week is important, and what not? Wuhan. (Gesundheit.) Even if China’s extraordinary self-quarantine shutdown works, and in another two weeks the incidence of new infection begins to drop,…
Commentary
24 January 2020
In a week with no economic data, the US 10-year T-note has fallen today to 1.69%, the lowest trade since Halloween. HOWEVER, the 10-year needs to break below this level to make a run at…
10 January 2020
Steady and nervous at the same time? Welcome to 2020 financial markets. Jobs... The most-watched economic report every month is the release of employment data for the prior month, the release always during the first…
06 December 2019
Interest rates are unchanged again this week. For that matter, long-term rates have not moved for almost two months, the all-defining 10-year T-note within a short snowball throw of 1.80 percent ever since October 15,…