Bond Bounce: Sustainable?

by | Nov 9, 2023 | Blog, Bonds

Last week brought a substantial rally in bonds following a brutal three-month span of higher rates. There are a couple of reasons we can point to for the move lower in rates: The US Treasury cut back slightly on the amount of long-term bonds it’s planning to auction,...

All Around the Bond Market, Aug 2023

by | Aug 31, 2023 | Blog, Bonds

Jackson Hole   Fed Chair Powell’s message last week at Jackson Hole was direct. The Fed won’t be taking victory laps over inflation just yet. Powell noted “we are navigating by the stars under cloudy skies … we will keep at it until the job is done.” Reminds us...

The Market in Pictures, August 25

by | Aug 25, 2023 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: It’s unusual for stocks to rally when real yields are screaming higher   Data as of...