From an analytical perspective, it’s fascinating how things can turn wild at the end of cycles. While mortgage Credit expanded at double-digit annual rates [...]

[Yahoo/Bloomberg] US Stock Futures Struggle for Direction After Data: Markets Wrap [Reuters] Gold climbs to near three-week high on Fed rate cut bets [...]

[Yahoo/Bloomberg] Stocks Rebound on Wall Street: Markets Wrap [Reuters] Gold prices rebound as weaker US yields, dollar lift demand [Yahoo/Bloomberg] Oil [...]

[Yahoo/Bloomberg] Global Bond Rally Speeds Up, Stocks Turn Cautious: Markets Wrap [Yahoo/Bloomberg] Global Bonds Rally as Softer UK Inflation Boosts Rate-Cut [...]

[Yahoo/Bloomberg] Wall Street Set for New Highs on Rate Cut Hopes: Markets Wrap [Yahoo/Bloomberg] Yen Slumps as BOJ’s Ueda Pushes Back on Rate-Hike Bets [...]

[Yahoo/Bloomberg] Stocks Waver Amid Rates Pushback: Markets Wrap [Yahoo/Bloomberg] Oil Rises as BP’s Red Sea Pause Underscores Risk of Disruption [Reuters] [...]

[Reuters] Wall St Week Ahead Epic Treasury rally may be running out of fuel as Fed pivot priced in [Yahoo/Bloomberg] US frackers return to haunt OPEC’s [...]

[Yahoo/Bloomberg] Charting the Global Economy: Fed, ECB, BOE Diverge on Policy Path [Reuters] Bank of Canada diverges from Fed, says rates not coming down soon [...]

An Interesting Situation This week was an interesting one. After Wednesday’s FOMC meeting, it’s now fairly clear that Fed chair Powell’s Volker [...]

History will be the judge. This period will be examined, analyzed, discussed, and debated for at least the next century. My task after a week like this is to [...]

[Yahoo/Bloomberg] S&P Poised for Seventh Weekly Gain on Pivot Fervor: Markets Wrap [Reuters] Dollar feels the heat as Fed’s dovish pivot weighs [...]

[Yahoo/Bloomberg] Dovish Fed Spurs Stock, Bond Rally on Easing Bets: Markets Wrap [Yahoo/Bloomberg] Dollar Drops to Weakest Since August as Traders Eye Fed [...]

[Yahoo/Bloomberg] Stocks Are Steady in Pre-Fed Caution; Tesla Slips: Markets Wrap [Reuters] Oil prices hold near six-month lows [Yahoo/Bloomberg] Bond [...]

[Yahoo/Bloomberg] Stocks Waver, Bond Yields Drop After CPI: Markets Wrap [Yahoo/Bloomberg] Oil Slips as Oversupply Concerns Offset Production Curbs [Reuters] [...]

[Yahoo/Bloomberg] Stocks Make Cautious Start to Event-Packed Week: Markets Wrap [Yahoo/Bloomberg] Oil Extends Longest Decline in Five Years on Oversupply Fears [...]