USD rates | GameStop movie: Dumb Money
US bond yields keep rising. We review the new GameStop movie characters played by actors
LK-99 | US stocks, rates & inflation
Why US bond yields keep rising. LK-99 is not a superconductor, but an insulator
Higher For Longer– Sell-off In The Long-End Is Not Done
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BoJ | Big Tech & Capex | Bond yields & inflation
Big Tech earnings have delivered on the AI hype. ‘Pain trade’ on US Treasuries is for higher yields
Inflation | Settling the transitory vs. non-transitory debate
No degree in Economics is required to know inflation tends to mean-revert
Still bullish US equities | Higher bond yields?
Investors’ positioning suggests higher USD interest rates on the long-end of the curve is the direction of most pain.
USA CDS | US banks | Armageddon bets
Positions that benefit from a rapid appreciation in German Bunds may be better than purchasing USA CDS.
US Bancorp | GS Marcus | PIMCO MM fund
Lessons from Goldman Sachs Marcus woes and banking regulation.
CPI Summary | ChatGPT | Google AI
We attempted to teach ChatGPT4 about the relationship between stock and bonds.
Tarullo | Bank capital and Treasury market
Can you guess the next limping gazelle?