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: Risk down. Uncertainty high. What could go wrong? Lower risk numbers do not mean uncertainty has followed.
Blog: Tariffs, Reciprocal In Name Only, Make Markets Fragile Downside risk is larger than upside opportunities.
Blog: Trade Wars-Transitory, or Hubris? Uncomfortable parallels between the current Trade War and 1914.