3-21-23: QE Has Restarted
by Ivan Martchev March 21, 2023 With about $500 [...]
3-14-23: The Fed is on the Cusp of a Gargantuan Mistake
by Ivan Martchev March 14, 2023 If Fed Chair [...]
3-7-23: M2 Money Supply Shrinkage Accelerates
by Ivan Martchev March 7, 2023 The total amount [...]
2-28-23: The Stock Market is Not Ready for 10-Year Treasury Rates Above 4%
by Ivan Martchev February 28, 2023 Last week, Rick [...]
2-22-23: The Bond Market Now Looks to the Fed
by Ivan Martchev February 22, 2023 If the Fed [...]
2-14-23: The Fed Does Not Need to “Do More”
by Ivan Martchev February 14, 2023 Fed Chair Jerome [...]
2-7-23: A Big Euro Sell-off (Dollar Rebound) is Coming – Due to Ukraine Invasion 2.0
by Ivan Martchev February 7, 2023 Since news stories [...]
1-31-23: The Surreal Correlation Between Junk Bonds and Stocks
by Ivan Martchev January 31, 2023 A junk bond [...]
1-24-23: Where Will the Next Vertical Line in Germany’s Dax Point?
by Ivan Martchev January 24, 2023 We will be [...]
1-18-23: High Yield Spreads Show No Recession in Early 2023
by Ivan Martchev January 18, 2023 At 429 basis [...]