October 01, 2026
The Treasury market is repricing the cost of capital aggressively, while equities...
September 22, 2026
The Federal Reserve raised the federal funds target range by 25 basis points Wednesday, 9/16/2026, from...
September 14, 2026
The 10-year Treasury yield is once again approaching 5%, for only the second time in nearly two decades.
September 08, 2026
Beyond Politics: Is Chairman Warsh Rewriting the Rules of U.S. Monetary Policy?
September 02, 2026
Treasury Secretary Scott Bessent's decision to expand planned buybacks..
May 26, 2026
On a pure macro basis, the current equity market could arguably be trading at disproportionate levels.
May 19, 2026
Headline inflation still looks uncomfortable, but not catastrophic...
May 14, 2026
We generally prefer to keep politics at the edge of market analysis, not at the center of it...
May 05, 2026
Before the conflict, our base case was already for a market that could trade sideways with wide top-to-bottom...
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