By Jeffrey Snider of Alhambra After the Fed “raised rates” a little over a week ago, the US treasury market
By Jeffrey Snider of Alhambra Earlier this month, the BEA estimated that Disposable Personal Income in the US was $14.4
By Heisenberg We can officially lay the euphoria of the Trump reflation trade to rest Well as noted on Monday evening,
By Heisenberg [biiwii comment: The perma-bull quoted below is correct in his interpretations of the yield curve (and Goldilocks), but
By Jeffrey Snider of Alhambra In the early trading on Friday, it looked as if “reflation” might break down entirely.
By Heisenberg Dammit Mark, didn’t you learn anything from Goldman’s overnight note on commodities? When reality doesn’t reflect what you think