Weighing the Week Ahead: Time for the Bond Correction?

The calendar has very little important data. The highlight is the FOMC announcement and press conference on Wednesday. Even though the Fed is not expected to change course, bonds have gotten much weaker, sending the ten-year note yield higher. This effect is gaining notice. Should we expect a further bond selloff? Last Week There was […]

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Weighing the Week Ahead: Should We Fear the Fed?

The calendar has little important data. Friday’s sharp selling was widely attributed to the fear of a Fed rate hike in September. Is it time? Should we fear the Fed? Last Week There was not much news, and it was another mixed picture. Theme Recap In my last WTWA, I predicted a continuing discussion of […]

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Test Your Employment Report IQ

It is Labor Day – a good time to think about jobs. Employment is the most important element in economic growth and also for future Fed decisions. Each month the employment situation report is the subject of intense discussion. It helps to understand the data. This will be most effective if you attempt to answer […]

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