There’s always a bull market somewhere!
The lower interest rates go and the longer they are there, the more the addict needs them.
Fed Chairman Jay Powell delivers stocks a hearty ho-ho-ho.
What causes deflation? Can inflation targeting prevent it?
So … are rates a long way from neutral or nearly there?
Trade is one of the few free lunches in economics.
There are some premises about the future of the markets underlying every portfolio.
Sentiment is so glum the bear leaves room for a countertrend rally.
The “real” yield you read of is probably fake.
Is the demographic crisis real? Or is it a figment of our rhetoric?