3 Factors Align for Bounce Action, but Don’t Be Too Trusting
Nvidia is finally bouncing after six straight down sessions.
Warsh, Bessent and the Battle for Long-Term Treasury Yields
Let’s discuss what’s pressuring yields, steps that can be taken, and the beneficiaries so far.
Wall Street Has 2 New Favorite Phrases. I’m Not Buying Either One.
These catchphrases have certainly caught on in the past week. But do they hold water for what’s happening now — or are they just annoying?
Jackson Hole and Nvidia Loom, but Don’t Forget the Elephant in the Room
Will things get a little wild this week? Plus a look a close look at gold, the Utes and two potential tax-loss selling candidates.
Scott Bessent’s Surprise Bond Move Helped, But Moderna Does the Heavy Lifting
The indices held up on one biotech breakthrough while the Nasdaq lost ground.
Caution Ahead: Credit Markets Flash Yellow
As AI enters its mania stage, my focus is on deteriorating credit and debt markets and rising yields.
Kass: Welcome to the ‘Rosy Scenario.’ What Could Possibly Go Wrong?
We are at or approaching an important market top — and investors are under-appreciating the risks.
4 Issues Are Colliding to Test a Vulnerable Market
Global yields are surging as chip strength reverses and negative seasonality beckons.
The Bond Market Has Doubts About This Rally
Stocks are celebrating a softer rate outlook but the bond market is flashing warnings, oil is cranking higher, and we’re bracing for the CPI report.
The Bond Market Delivered the Verdict, and It Isn’t Pretty
The 30-year yield hit a 19-year high, and the earnings reports split the hyperscalers.