WHAT NEXT?

March 6, 2018 Today, markets reacted to Trump’s tariffs by rallying. Why? One might ask. 

NOBODY WINS.

March 4, 2018 Markets are still reacting to Trump’s pledge to bring back tariffs.

LET THE WAR BEGIN.

March 1, 2018 Maybe I should have used yesterday’s headline today as never a truer sentence was said in jest. That’s how one can read today’s market.

WHERE TO FROM HERE?

February 28, 2018 Jerome Powell gave his testimony today and in some ways, he did not disappoint as he was predictable in what was said.

TRY TODAY MAYBE BUY TOMORROW.

February 28, 2018 That pretty much sums up how February finished, in a whimper rather than a bang.

CONSENSUS VERSUS EXPECTATIONS.

February 26, 2018 That’s how the markets are reacting. The equity market is full of hope and expectations.

WHAT NEXT?

February 25, 2018 Markets, for the time being, will do the obvious. With Powell set to testify soon before Congress, markets and especially bond investors will be looking to parse his comments.

REASONS TO BE CHEERFUL.

February 22, 2018 The equity market continues its rally and the bond market sell off has stalled for the moment. Those are two reasons to be cheerful.

DIGESTION PROBLEMS?

February 21, 2018 Today saw the short term borrowing costs of the U.S. government rise to the highest levels seen since 2008. About $179 bio was issued with a further $$35 bio of 5-year notes and $28 bio of 7-year notes to be issued.