Blog: What's Driving the Market?
A personality test for the market.
Topic
Economy
A collection of 101 issues
Blog: Are Bonds the Dog that didn't bark?
The Bond market's lack of reaction to the new Middle East Crisis tells us something.
Blog: The Yield Curve Signals More Uncertainty
Bond yields and Macro expectations.
Blog: Transitory Inflation, Permanent Rise in Price
The meaning behind words/jargon matter.
Blog: Dangers of Decision Making Under Complexity
Complacent rather than Ballistic Behavior reigns in the market.
Blog: The Fed's Dueling Mandates and Stagflation
Inflation or Employment? Which one wins?
Blog: The Market Sings the Who.
The market thinks recession fears are overdone, again.
Blog: Why Are US Treasuries No Longer "Safe?"
Maybe bonds are acting like high inflation is already here.
Blog: Tariffs, Reciprocal In Name Only, Make Markets Fragile
Downside risk is larger than upside opportunities.