First of all, sorry for this slightly outdated post, but I wanted to go through with it as it is something I've been trying to get off m...
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Minnesota Real Estate, the S&P 500, Treasury Bonds, and You
Stocks are partying like it's 1999. Bonds are selling off, well...like it's 1999. And yeah, real estate in the US is having a good...
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Apple Making America Great Again? For IG Bond Spreads Not So Much
Now that the market is taking a bit of a breather from shoveling USD and its fixed income products onto the bonfire, we can step back and t...
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Keeping It Simple...Bund vs. UST Rates after the EUR rally
As the US continues to slog through a winter marked by one sub-zero reading after another, let’s do some KISS trading--keep it simple, stu...
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Should the Fed Change It's Inflation Target? Please, Stick to the Weather
Unless you like in a desert or arctic tundra, it is probably a cultural norm to make small talk about the weather. And eventually, it ...
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I Can't Shake This Feeling....More on USD/JPY
Maybe it's just always been too far afield for me, but I think the Japanese yen is the death star of macro trading. There are a vas...
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