US Treasury bond market

Uncategorized, Weekly Update

Markets Shifting


Published November 8, 2019

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As the calendar has turned to the seasonally strong fourth quarter, markets appear to be at important crossroads. After leading the market all year, the more cautious low-volatility stocks might be finally giving way to strength in the more economically-sensitive, higher-beta stocks. (more…)

Uncategorized, Weekly Update

The Dreaded Yield Curve Inversion


Published August 16, 2019

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Like a surfer bounced by wave upon wave, investors were hit this week by a second wave. After a one day burst of market joy as the Trump Administration dialed back the September 1st imposition of trade tariffs, the U.S. Treasury bond market was rocked by a deeper reduction in yields. (more…)