Tom Graff

Recent Articles By The Author

Stick With the Shorter Side of the Yield Curve in This Market

Stick With the Shorter Side of the Yield Curve in This Market

This is why rates rose the day the Fed made such strongly dovish comments, and how you should manage your fixed income portfolio in response.

What Does It Take for Interest Rates to Get Even Lower?

What Does It Take for Interest Rates to Get Even Lower?

To get rates even lower, we do probably need the economy to get slower.

Fed Minutes Show the Market Needs to Rethink Its Rate-Cut Expectations

Fed Minutes Show the Market Needs to Rethink Its Rate-Cut Expectations

When it comes to inflation, the Fed may be risking their credibility.

What Are the Real Risks to Investors of a Lengthy Period of Trade Uncertainty?

What Are the Real Risks to Investors of a Lengthy Period of Trade Uncertainty?

Strictly in terms of the trade war, the question is whether tariffs are ultimately inflationary or not.

Questions About Inflation and the Fed Going Forward

Questions About Inflation and the Fed Going Forward

Between favorable technicals and my view that a Fed rate cut is very likely, I'm bullish on Treasuries here.

Here's My Take on the Jobs Market

Here's My Take on the Jobs Market

After some choppiness earlier in the year, the employment picture has settled into a very strong place.

The Fed's Old 'MO' Is No More

The Fed's Old 'MO' Is No More

What happened with the Fed Wednesday and how to position for what comes next.

Prepping for Next Week's Fed Meeting and a Deluge of Economic Data

Prepping for Next Week's Fed Meeting and a Deluge of Economic Data

Here's what we could hear and how it would impact the debt and equity markets.

Treasury TIPS Are Still a Bad Bet

Treasury TIPS Are Still a Bad Bet

TIPS just don't have the volatility to produce a big payoff, either in the breakeven or the resulting price action.

How to Play the New 'Perma-Dove' Federal Reserve

How to Play the New 'Perma-Dove' Federal Reserve

Wednesday's FOMC minutes convince me that the central bank is becoming less strict about preventing inflation.