#Monetary Policy

I was staring at the 2-year Treasury yield chart when the news crossed my...

Hook The US 5-year Treasury yield sits at 4.48%, the highest level since...

Asian equities are climbing. The narrative is simple: the new Federal Reserve...

Most people are wrong about Jackson Hole. They think it's a policy event. It'...

The market heard a Fed official say the quiet part loud this week. But as...

The July PCE print landed at 3.7% year-over-year. The Federal Reserve, as...

The numbers say the Federal Reserve was supposed to be cutting rates. The...

In late July, the U.S. Senate passed a bill that would impose a 100% tariff o...

The ledger remembers what the promoters forgot. The IMF’s latest government...

I do not chase the candle; I study the gravity. Last week, the IMF's latest...

The market is pricing a 38% probability of a rate hike at the next FOMC...

Hook U.S. Trade Representative Robert Lighthizer stated that new tariffs...

A single number — $4,100 — broke across every terminal this morning. Spot gol...

The Bank of Japan is reportedly shifting gears. Faster than once every six...

Over the past 72 hours, the on-chain cost of borrowing dollar liquidity via...

Silence in the slasher was the first warning sign. For those watching the...

Hook On May 21, 2024, Kevin Warsh—former Federal Reserve governor and a name...

Silence is the loudest warning. After the CPI print whispered of cooler...

Ignore the chart. Watch the gas. Over the past 72 hours, the crypto market ha...

Over the past seven days, while the crypto market fixated on Ethereum’s Dencu...

Silence speaks louder than charts. That is a lesson I learned in 2017, manual...

Over the past 18 months, the Bank of Japan has injected ¥48 trillion into its...

We didn't see it coming. Not from him. Last week, over a cup of coffee in a...

On May 21, 2024, Fed Governor Christopher Waller told an audience that in...