Economic News
Soft Landing Premise Still Driving Bullish Narrative
It is hard to find a seasoned investor who doesn’t believe the stock market is overbought on a...
Strong November to Remember Sets Up Strong Finish to 2023
Coming into the month of November, there was a high level of investor trepidation surrounding persistent inflation, further...
Fresh Tailwinds for High-Yield Bonds in 2024
When compared to just one month ago, global bond prices have risen across the spectrum, with the benchmark...
Short-Term, High Grade Corporate Bonds are a Sweet Spot
It’s rare when the Street gets excited about bonds. But after last week’s wink and nod from Jerome...
Are You Ready for $250 Oil?
This morning, I received a text from a very smart colleague who has substantial investments and expertise in...
Global Tension a Catalyst for Energy Assets
Last Tuesday’s release of September retail sales showed a monthly increase of 0.7% and above the 0.3% consensus...
Oil, Gold and the Middle East: What’s Next?
“They cry peace, peace, when there is no peace.” -- Jeremiah 6:14 World war is spreading even as...
Is the Mother of All BEAR Markets Coming Soon? This Book Predicts It
“History is seasonal, and winter is coming.” -- The Fourth Turning, 1997 “A forecast is never so useful...
Four Uranium Investments Enhanced by Economic Indicators
Four uranium investments offer appeal amid economic indicators that show key climate-conscious provisions of the Inflation Reduction Act...
A Message from the Fed Whisperer
Treasury yields are on the march higher. Indeed, the move to multi-decade highs in the 10-year Treasury Note...