Income Mail Archive
11-7-23: 2-4 Year Investment Grade Corporate Bonds Look Very Timely
by Bryan Perry November 7, 2023 It’s rare that the Street gets excited about bonds, but after last week’s wink and nod from Jerome Powell that the “pause” on rates might also [...]
10-31-23: Treasury Secretary Janet Yellen Is Talking Her Book
by Bryan Perry October 31, 2023 The tried-and-true Wall Street maxim of he or she is “talking their book” couldn’t be more accurate or timely than what we are hearing from Treasury [...]
10-24-23: A “Hot Mess” In the Middle East and Strong Growth at Home Has the Market Tied in Knots
by Bryan Perry October 24, 2023 Last Tuesday’s release of September retail sales showed a monthly increase of 0.7%, well above the 0.3% consensus, plus an upwardly revised +0.8% (from 0.6%) increase [...]
10-17-23: Bulls Retreat to the Bunker During Middle East Tensions
by Bryan Perry October 17, 2023 Prior to Hamas’s invasion of Israel, the stock market was teed up for a seasonal year-end rally. There had been lower-trending economic data to offset the [...]
10-10-23: Geopolitical Risks are Net Bullish for U.S. Assets
by Bryan Perry October 10, 2023 The massive surprise attack on Israel by Hamas over the weekend adds to an already fluid set of potentially destabilizing scenarios around the globe that only [...]
10-3-23: Lower Inflation May Not Mean Lower Treasury Yields
by Bryan Perry October 3, 2023 For Wall Street professionals and private investors alike, last weekend marked “good riddance” to the month of September, where broad selling pressure weighed on both stocks [...]
9-26-23: Rising Bond Yields Stoke the Hunt for Maximum Income
by Bryan Perry September 26, 2023 As far as the Fed is concerned, interest rates will be higher for considerably longer than both the stock and bond markets were banking on. The [...]
9-19-23: America Desperately Needs Lower Rates to Pay its Rising Bills
by Bryan Perry September 19, 2023 Not much has changed in the past month to convince the markets that the Fed is completely done raising rates. Last week’s inflation and retail sales [...]
9-12-23: Investors Look for A “September to Remember”
by Bryan Perry September 12, 2023 August was characterized as a normal period of consolidation, capped by a strong reversal of the trend in the last week of the month. The softer [...]
9-6-23: Is It Time to Consider Buying Long-Dated Bonds?
by Bryan Perry September 6, 2023 Bullish investors were rewarded last week with a winning streak of economic data points, coupled with a move higher for most equities and bond prices. I [...]
8-29-23: Stocks Are Looking to Make Peace with The Bond Market
by Bryan Perry August 29, 2023 Following Fed Chair Powell’s speech in Jackson Hole last Friday, stocks initially traded off but were able to grind out a positive close to finish the [...]
8-22-23: China’s Economy is at Risk of Experiencing a Japan-Like Lost Decade
by Bryan Perry August 22, 2023 Back in 1989, Japan was the target of global criticism as wealthy Japanese investment pools, corporations, and individuals were buying up American trophy properties at sky-high [...]