Are bond markets about to "seriously object" to soaring government deficits? The 30-year US Treasury bond yield hit an 18-year high of 5.15% on Thursday.…

Global stock markets continue to bounce back from their April lows Given that the April 7 lows were created by extraordinary tit-for-tat tariff increases between…

Is a long-term rotation out of US assets beginning? The S&P hit all-time highs in February (Trump's new Golden Era would be American exceptionalism on…

The 180-degree turn in market sentiment from bearish to bullish has been sustained, powering the S&P higher for nine consecutive days The S&P was down…

Markets hit "peak uncertainty" on Monday and then reversed dramatically! The US Dollar, bonds and stock markets closed near their lows on Monday, while gold…

The Bull in the china shop = uncertainty, volatility & capital flight The US Dollar Index has fallen ~10% since Inauguration Day (blue ellipse) to…

Fear trumps greed, but volatility is mean-reverting The cash S&P hit 15-month lows on Monday, down ~21% from February's all-time highs. It then rallied ~13%…

Slowly at first, and then suddenly The cash S&P 500 index closed Friday ~9% below last Friday's close, with virtually all of those losses coming…