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
Quarterly Market Report - Q1 2025 January 7, 2025 Categories: 2025 Outlook, Asset Allocation, Bond Market, Bonds, Cash, Commentary, Economics, Federal Reserve, Gold, Inflation, Markets, Monetary Policy, Stock Market, US Dollar, US Treasuries Markets were positive in 2024 with liquidity moving higher. More volatility on the horizon for 2025? 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
