How Bonds Have Fared Since 8/4/20
View from the Observation Deck On 8/4/20, the yield on the 10-year Treasury note (T-note) closed at an all-time low […]
View from the Observation Deck On 8/4/20, the yield on the 10-year Treasury note (T-note) closed at an all-time low […]
The Consumer Price Index (CPI) rose 0.4% in February, matching consensus expectations. The CPI is up 6.0% from a year […]
While many investors are focused on the financial troubles affecting Silicon Valley Bank (SVB) and whether those troubles will spread, […]
Nonfarm payrolls increased 311,000 in February, beating the consensus expected 225,000. Payroll gains for December and January were revised down […]
View from the Observation Deck As we head into the close of the Q4’22 corporate earnings reporting season, we thought […]
The trade deficit in goods and services came in at $68.3 billion in January, slightly smaller than the consensus expected […]
View from the Observation Deck Investors directing capital into mutual funds and exchange traded funds (ETFs) continued to favor passive […]
In multiple ways, this is the most difficult time we have ever seen to make a forecast. “Unprecedented” actions by […]
The ISM Non-Manufacturing index ticked down to 55.1 in February, beating the consensus expected 54.5 (Levels above 50 signal expansion; […]
View from the Observation Deck We get asked from time to time what our take is on the U.S. dollar […]
The ISM Manufacturing Index increased to 47.7 in February, lagging the consensus expected 48.0. (Levels higher than 50 signal expansion; […]
