International Demand Explodes for Short-Term US Treasuries
by Brian Clark, Knowledge Leaders Capital Two weeks ago, we noted that Congress would soon raise the debt…
Warming into Duration
by Stephen Vanelli, CFA, Knowledge Leaders Capital Leading into the weekend, where the debt ceiling had not been…
Investors Only Have Eyes For Cash
by Brian Clark, Knowledge Leaders Capital If you are starting to have a case of déjà vu around…
There's Something Rotten in China
by Stephen Vanelli, CFA, Knowledge Leaders Capital One metric I look at fairly often for various countries is…
New Data Shows Fed Worried about a Credit Crunch Weeks Ago
by Brian Clark, Knowledge Leaders Capital The Fed’s concern about U.S. banks dominated last month’s FOMC meeting. According…
The Case for Gold is Looking Stronger
by Austin Mann, Knowledge Leaders Capital The Federal Reserve’s balance sheet grew by $394B in the past two…
Fed Repriced Out of Action
by Stephen Vanelli, CFA, Knowledge Leaders Capital We just experienced the fastest bank run in history with the…
Why is the U.S. Market Trouncing Canada Year-to-Date?
by Brian Clark, Knowledge Leaders Capital So far this year, American stocks have outperformed Canadian stocks. In this…
Is the Fed Winning the Inflation War?
by Brian Clark, Knowledge Leaders Capital In anticipation of tomorrow’s rate decision, we saw another indicator today that…
Things (i.e. CPI) in Atlanta are Dropping Like a Stone
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Atlanta Fed Flexible CPI is a price series developed by…
US PMIs Show the Fed Walking a Fine Line
by Brian Clark, Knowledge Leaders Capital The US Purchasing Managers Composite Index (PMI) increased in January to 46.6…
Quarterly Strategy Report: Global Equity Opportunities
by Stephen Vanelli, CFA, Knowledge Leaders Capital In our Quarterly Strategy Report, we illustrate the relative attractiveness of select developed…
Inversion
by Stephen Vanelli, CFA, Knowledge Leaders Capital In a recent San Francisco Federal Reserve Publication titled “Monetary Policy…
That was a strong jobs report?
by Stephen Vanelli, CFA, Knowledge Leaders Capital While many seemed to focus on the basics of the employment…
Does the Inflation Risk Premium Decline Signal Lower Commodity Prices?
by Stephen Vanelli, CFA, Knowledge Leaders Capital There are many ways to decompose the bond market to identify…
