by Ivan Martchev January 14, 2025 Treasury yields have gone straight up since Scott Bessent was nominated for Treasury Secretary, rising 65 basis points since the lows on December 6th. It’s not [...]

by Ivan Martchev January 7, 2025 It is still early in January, and we will hear many repeat the old saying, “As goes January, so goes the year,” or the short-term version, [...]

by Ivan Martchev December 31, 2024 It looks like we made the high on the S&P 500 a few ticks below 6,100 on December 6th, but then rising bond yields – which [...]

by Ivan Martchev December 24, 2024 My sneaking suspicion – that the Treasury market needed to cooperate in order for the stock market to have a strong finish to the year – [...]

by Ivan Martchev December 17, 2024 The rather sharp rise in Treasury yields last week pressured the broad market, resulting in a down week, even though the Nasdaq 100 index did manage [...]

by Ivan Martchev December 10, 2024 If my math is correct, starting today (and including a half-day on Christmas Eve), we have just 15 trading days until the end of the year. [...]

by Ivan Martchev December 3, 2024 The best way to describe the huge swing in Treasury yields last week was a sigh of relief. The decline in long-term Treasury rates was mostly [...]

by Ivan Martchev November 26, 2024 There are only three full trading days this week. We are off on Thursday for Thanksgiving and back on Friday for half a day. On short [...]