Don’t say you weren’t warned. Yesterday’s NFP data was only slightly warmer than consensus — 211k vs 200k —...
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Last week, we looked at the historical range of Federal Reserve Funds since 1946. It was a simple mean reversion, and did not...
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Barron’s notes that while Bernanke did not utter those four special words, the meaning of his speech this past Monday essentially...
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Barron’s Michael Kahn makes the case that the line in the sand for equities is the 10 Year Bond’s Yield is at 5%; Breaking...
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No surprise here: "New-home sales fell for the fourth time in six months during January, while inventories climbed to another...
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Or so says the Treasurys team at Jefferies & Co. in New York. I cannot say I disagree. The 10-year Treasury is looking to trade...
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What does it mean when so many overseas investors — governmental, corporate, and institutional — are hungry for US paper?...
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If risk-free returns on CDs have been returning performance equivalent to risk-laden returns on S&P500, the question some investors...
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Greenspan garners all the credit for the low interest rates of the past 20 years. We believe the chart below proves otherwise. The Oil...
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When the yield curve inverted late last year, some commentors claimed that the media made too big a deal of the 2 year bond yield...
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