Rational Exuberance Thankfully, it’s that holly-jolly time of year again! For this author, that means it’s the very best time of the year. [...]

[Reuters] US existing home sales edge up in November as mortgage rates ease [Reuters] Brazil’s Lula warns US intervention in Venezuela could be [...]

Seems ominous. Friday’s Bank of Japan 25 bps rate hike was widely expected. Yet 10-year JGB yields still jumped five bps to 2.02%, the high all [...]

[CNBC] S&P 500 is little changed after index ends four-day losing run: Live updates [Yahoo/Bloomberg] Yen Weakens Despite BOJ Hiking Rate to [...]

[CNBC] Stocks jump after lighter-than-expected CPI, strong Micron earnings: Live updates [CNBC] 10-year Treasury yield slides after much lighter [...]

[CNBC] Stocks rise after shaky session on mixed U.S. economic data: Live updates [AP] Asian shares are mixed and oil prices jump as Trump orders a [...]

[CNBC] Stocks are flat after delayed job numbers show mixed picture: Live updates [CNBC] Daily Open: Debt worries continue to weigh on AI-related [...]

[CNBC] Stocks rise as big week of economic data kicks off: Live updates [Yahoo/Bloomberg] Gold Climbs Near Fresh Record With Focus Turning to Jobs [...]

[Yahoo Finance] Trump’s Fed pick comes into focus, economic data backlog clears: What to watch this week [Yahoo/Bloomberg] Corporate-Bond [...]

Potomac Two-Step Since the start of 2025, HAI’s view has been that Trump administration 2.0 is all-in on a policy commitment to run the economy [...]

[Reuters] With Fed independence in crosshairs, will Supreme Court back Trump again? [Yahoo/Bloomberg] Trump Names Warsh, Hassett as Top Fed [...]

Global bond yields continued their march higher – Germany, Portugal, Italy, and Greece another six bps. Ten-year Treasury yields gained five bps to [...]