Market Brief - April 2025 May 4, 2025 Categories: Bear Markets, Bonds, Central Bank, Commodities, Economy, Federal Reserve, Gold, Markets, Stock Market, US Treasuries Spring arrives with "Liberation Day" roiling markets. Read more
A Time for Everything January 20, 2025 Categories: Central Bank, China, Economy, Gold, Inflation, Stock Market, US Dollar A new season arrives on this Inauguration Day. Read more
Central Bank Watch - December 2024 December 18, 2024 Categories: Bond Market, Central Bank, Credit, Economy, Government Bond Yields, Interest Rates, Monetary Policy, US Treasuries Global interest rate cuts in full swing entering 2025. Read more
Japan - Land of Rising Debt December 12, 2024 Categories: Japan, Central Bank, Fiat Currency, Gold, Government Bond Yields, Inflation, Monetary Policy Lessons from financial repression in Japan. Read more