Bond yields have risen sharply since the Fed cut short rates on September 18. When the Fed cut rates in September, the 10-year yield was…

US interest rates have surged higher since September 18, when the Fed cut short rates by 50 bps. US 2-year yields were near a 22-month…

The leading North American stock indices are at record highs The S&P has closed higher for 9 of the last 10 weeks, rising ~14% from…

Traders are more interested in the market's reaction to news than the news itself. This week's news flow felt like a tsunami after the dog…

The Fed cut 50; here's a quick take on how different markets reacted The Notes will be brief this week. I'm hosting the Moneytalks show…

The S&P had its best week of the year this week; last week, it had its worst week in 18 months. Do you want to…

The S&P fell over 4% this week, its worst weekly performance in 18 months The leading American stock indices fell every day this week, with…

The bloom is off the AI rose; capital rotates to other sectors Wednesday's NVDA quarterly report was strong overall but failed to meet investors' high…