Bond yields continue to surge higher The announcement on Tuesday by Fed Governor Lael Brainard, a former dove (and Biden's nominee for Fed Vice-Chair), that…
Interest rates are surging higher American interest rates hit All-Time Lows in August 2020. Short rates stayed close to zero for the next fifteen months…
The inevitable consequences of soaring commodity prices In last week's Notes, I wrote: "There are always unexpected consequences. Somewhere in the world, there is a…
The Russian Blitzkrieg invasion of Ukraine initiated DRAMATIC surges and reversals across markets The S+P plunged to a 9-month low early Thursday morning (down ~15%…