Global Credit Outlook - Q4 2024 November 21, 2024 Categories: Bond Market, Bonds, Cash, Central Bank, Credit, Currencies, Economics, Federal Reserve, Fiat Currency, Gold, Government Bond Yields, Inflation, Interest Rates, US Dollar, US Treasuries How a Trump presidency may affect interest rates, the US dollar and gold Read more
Quarterly Market Report - Q4 2024 October 3, 2024 Categories: Asset Allocation, Bond Market, Bull Markets, Carry Trade, Fiat Currency, Gold, Markets, Quarterly Commentary, Stock Market Volatility returned to markets in Q3, while the Federal Reserve started lowering interest rate. The bull market carries on. Read more
Global Credit Outlook - Q3 2024 July 25, 2024 Categories: Bond Market, Bonds, Central Bank, Currencies, Government Bond Yields, Interest Rates, Gold Global interest rates remain attractive for now as central banks begin to lower rates. Read more
Fiscal Dominance Part 2 June 13, 2024 Categories: Bond Market, Central Bank, Currencies, Economy, Federal Reserve, Monetary Policy Part two of exploring “Fiscal Dominance", its effect on global growth, the bond market, and the power of the US Dollar in the monetary system. Read more