Income Mail Archive
1-14-25: The Latest “Hot” Jobs Number Will Likely Be Revised Lower
by Bryan Perry January 14, 2025 Following the release of the December employment data last Friday – claiming that the economy added 256,000 new jobs versus expectations of just 155,000 – Treasury [...]
1-7-25: U.S. Utility Infrastructure Stocks Are a Strong Bet For 2025
by Bryan Perry January 7, 2025 Throughout 2024, rising attention was given to the need for powering the electric grid in the U.S., which needs to be greatly expanded as the current [...]
12-31-24: History Favors the Bulls Following Recent Presidential Elections
by Bryan Perry December 31, 2024 On the day after the November 5th election, equity markets shot higher on the prospect of a pro-business administration, lower tax rates, deregulation and a robust [...]
12-24-24: The Fed’s Favorite Inflation Gauge Spiked the Market’s Punch Bowl
by Bryan Perry December 24, 2024 One would be hard pressed to find a more influential force on the stock market than the selling pressure exhibited in the U.S. Treasury market over [...]
12-17-24: Bullish Energy Policies Could Boost High-Yield Oil and Gas Infrastructure
by Bryan Perry December 17, 2024 “Drill baby, drill” has been a rallying cry by the incoming Trump administration, with the goal of driving up energy production and bringing down prices. Trump [...]
12-10-24: Cash Remains at Record Highs, Despite Rallying Stocks and Falling Rates
by Bryan Perry December 10, 2024 In the five weeks since the November 5th election, bond and equity markets have been bolstered by strong fund inflows across most sectors of the market [...]
12-3-24: The Bond Market is Back on Track
by Bryan Perry December 3, 2024 U.S. Treasuries finally had a good week of higher prices and lower yields that reversed October’s sharp sell-off, which continued into the front end of November. [...]
11-26-24: The U.S. Dollar Is Retaking Its Kingly Throne
by Bryan Perry November 26, 2024 The expression “King Dollar” has long referred to the U.S. dollar’s dominance as the world’s reserve currency going back to the end of World War II, [...]