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The FOMC meeting saw no change in rates, but markets got hit pretty hard. What happened? The primary surprise was ... Read More
Last week had a lot of data, but stock markets didn’t really move? Was the data meaningless? I don’... Read More
There’s a lot going on this week, but the CPI report on Wednesday morning probably has primacy. Until last ... Read More
Having covered Japan and bonds, I suppose I should go over the third risk I’ve talked about, liquidity. Liquidity ... Read More
There’s a lot going on in markets, right now. In cases like these, I think it’s important to ... Read More
As talked about last week, Japanese troubles seem to matter. Their yield curve control (YCC) adjustment has caused their bond ... Read More
Japan has been getting exciting, lately. Inflation has been back on the rise, with core inflation looking sticky around 4.2%. At ... Read More
Last year, we did quite well by staying defensive. This year, that has looked like a horrible decision. What changed? ... Read More
