News

Fiscal Flows, Bank Credit, And The Fed For April
The current account deficit is draining $100B monthly from the private domestic sector, reducing financial balances despite federal injections. Read what investors need to know.
NRO: Struggling To Grow In High Interest Rate Environment
NRO offers a 12.5% dividend yield but struggles with consistent NAV growth and internal earnings. Check out my recommendation for the fund.
Basis Trade Sent Yields Soaring – Is It a Warning?
Risk Sentiment Shift: Credit markets tend to be more sensitive to economic shocks than equity markets. When credit spreads widen, it typically indicates that the fixed-income market is pricing in ...
Inflation Cools, Yields Continue To Climb: Why Markets Aren't Ruling Out A May Rate Cut
US treasury market remains unsettled as inflation reports fail to calm yields, fueling speculation of Fed policy changes. PPI ...
Fed's Kashkari says rising bond yields, falling dollar show investors are moving on from the U.S.
With Treasury yields rising and the U.S. dollar sagging against its global counterparts in recent days, the trends are ...
Treasury Yields Decline as Inflation Slows
Demand for U.S. government debt inched up, sending yields down, as the risk-on euphoria triggered by yesterday’s tariffs reprieve faded away.
Core Inflation Is at Its Lowest Level in 4 Years — But Will the Fed Cut Rates? Experts Expect the Agency to 'Stay Humble and Data-Dependent'
Inflation unexpectedly slowed in March to its lowest rate since September, dropping to 2.4% year over year and over the last ...
Fed's Goolsbee: Rate cuts still possible if economy gets back on track
Federal Reserve Bank of Chicago President Austan Goolsbee said Thursday high levels of uncertainty amid very aggressive trade ...