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A partial digest: American infrastructure spending is supposedly nearer at hand (or is it?), and US indices just keep climbing, which is just sketching some people out. Quick read for the week ending June 25: Yields rose to finish out the week, with the 10Y ending at 1.533.
Philip Valenta, MSF
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A partial digest: Many markets did not fare well this past week, the DOW and gold in particular. Premature bets continued to be placed, which is to say…
Philip Valenta, MSF
A partial digest: Which market didn’t seem to care about the big bad “inflation” wolf? US Treasuries. Yields have been falling as if because of the…
Philip Valenta, MSF
A partial digest: All assets reacted to the jobs data at the end of the week and what it says about economic support and any recovery. The health of the…
Philip Valenta, MSF
A partial digest: Quick wrap for the week ending May 28: Yields finished slightly down after a volatile week. The DXY was flat. Oil rose. CALL: No…
Philip Valenta, MSF
A partial digest: The crypto market imploded, then imploded again in spectacular fashion. At one point, more than $1 trillion market cap had vaporized…
Philip Valenta, MSF
A partial digest: There is a simple factor contributing majorly to the steep inflation number of 4.2% for the 12 months (UA) ending April 2021; oil…
Philip Valenta, MSF
A partial digest: The current US administration is entering a predicament phase, facing the conundrum of seeking to spend more without the comfort of…
Philip Valenta, MSF
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