The Market Bottom Isn’t About Iran. It’s About the Fed.
Everyone’s watching the Strait of Hormuz. The market’s real signal is hiding in the bond market. Here’s what actually tells you when stocks have found a floor.
treasury yields
Stocks Had a Good Week. The Bond Market Isn’t Convinced.
Macroeconomic trends are driving equity and bond markets in unexpected directions. Here’s a clear-eyed analysis of what the data shows for investors thi…