Recent Articles By The Author
Here's What Fed's Trade War Footing May Be
It likely would defend against higher inflation, even if that meant exacerbating a weakened economy.
What a Softening Corp. Bond Market Means
If money's already tight, long-term rates may have already peaked.
The Dot Plot Thickens: How Will the Fed React to Rebounding Inflation?
If this trend continues, the Fed's reaction function will come into play.
Auto Loan Delinquencies Are Rising. Should Investors Be Worried?
If this feels like 2007, you aren't crazy.
Why Interest Rates Don't Have to Keep Rising
While expectations are high that the Fed will keep raising rates, there are plenty of reasons why it doesn't have to.
Fed Minutes Imply Little Fear of Inflation
But tighter money may become a worry if the yield curve flattens further.
Volcker Rule Revisit Unlikely to Revive Fixed-Income Trading
Potential reform of the Volcker Rule won't revitalize the bond market.
What the 10-Year Treasury Auction Revealed
Auctions can provide important information about bond demand, yields and where things are headed.
China, Trade Will Be More Impactful to Markets Than Jobs Report
So how tight is the economy, and what are the consequences as it get tighter?