Stocks Shrug Off 5.2% Yields but Breadth Just Hit Dot-Com Lows
Everyone is a bond trader these days. The US 10-year added roughly 17bp…
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Webinar: How to Trade the Mid Term Elections
>> Register here << Date: Oct 03, 2026 Time: 01:00 PM London –…
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The Fed Finally Folded: A First Hike Since 2023 Meets 5% Yields and an AI Scare
The Fed Finally Folded: A First Hike Since 2023 Meets 5% Yields and…
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Better Hike Than Wait: $100 Oil Forces the Fed’s Hand
Better Hike Than Wait: $100 Oil Forces the Fed’s Hand It was a…
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Dovish Thursday, Hawkish Friday: The Jobs Report That Flipped the Fed Trade
Dovish Thursday, Hawkish Friday: The Jobs Report That Flipped the Fed Trade It…
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NVDA Delivers, Warsh Goes Hawkish: Rate-Hike Odds Jump to 57%
NVDA Delivers, Warsh Goes Hawkish: Rate-Hike Odds Jump to 57% It was a…
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The Debasement Trade: Gold, Bitcoin, and a $40 Trillion Debt Bill
It was a week where a Treasury buyback announcement aimed at capping yields…
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Beta, Not Alpha: A $35 Billion Margin Call and the Yields Behind It
Beta, Not Alpha: A Forced Unwind, Climbing Yields, and a Blockbuster Earnings Season…
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Energy Pressure & Yield Spikes
It was a week defined by crude oil’s strong rally, upward pressure on…
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