The Hawkish Fed Trade Is Nearing Its End

The bellicosity earlier in the year was a distraction from the unequivocal message the data was sending of an economy that was firing on all cylinders...


Bond Vol Is Stirring

Bond volatility is beginning to diverge from both the VIX and the S&P 500. Still early, but worth watching.

The US Should Exit The UN

The future of the United Nations (UN) is in play, largely because of its refusal to censure Iran - a member nation.


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