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May 07 2021

To Whom This May Concern

  • May 7, 2021

Economic numbers were red hot in April but a funny thing happened when the awesome data rolled in—bond yields actually went lower. Expectations have trended upward, and “whisper” numbers have set the bars even higher.

Jan 07 2020

The Decade Of U.S. Exceptionalism & The Year Ahead

  • Jan 7, 2020

Two words sum up the past decade pretty nicely: U.S. Exceptionalism. The superiority of U.S. assets really comes down to the unique combination of growth (U.S. stocks), yield (U.S. bonds), and relative safety (both U.S. stocks and bonds).

May 05 2018

Rates & Credit At A Major Crossroads—A Few Things To Watch

  • May 5, 2018

 April saw a valiant attempt by the U.S. 10-year yield to crack the upper band of the multi-decade downtrend channel (around 3.0%-3.05%).