TBT: Inverse Bond Exposure Is The Key Hedge To My Trump Portfolio
We are bullish on equities but see short-term opportunity in inverse bond exposure due to inflationary pressures from Trump's ...
Why Long-Term Interest Rates Are Still Climbing—And What That Means For Your Portfolio
Via arbitrage, the yield on a long-term bond should equate to investors’ expectations of the average federal-funds rate over ...
San Francisco Fed10h
Does Monetary Policy Tightening Reduce Inflation?
Recent research has identified periods when the Federal Reserve intentionally acted to slow inflation when it exceeded ...
Earnings call transcript: FSCC AG reports strong Q3 2023 growth
FSCC AG reported a robust performance in its third-quarter earnings call, showcasing significant revenue growth and strategic expansions. The company, which has a strong presence in the aerospace ...
Cantech Letter11h
Do financials or spending shocks shift the IS curve?
The IS curve shifts when external factors influence aggregate demand. An increase in government spending or consumer ...
Op-ed: I worked on federal commission to end the fentanyl crisis. Tariffs aren't the way to do it
Trump tariffs against Mexico and Canada are legally questionable, economically risky, geopolitically shortsighted, and no way ...
Tariffs Could Cause Treasury Yield Curve to Flatten
The Treasury yield curve could flatten in the wake of Trump’s weekend tariff announcements, ING said.
Liberty Energy: Weak Frac Demand Offset By Shrinking Fleet Supply
In the near term, Liberty Energy's limited free cash flow is a concern. Read more to see why I rate LBRT stock as a hold.