First off, a quick “hat-tip” or shout-out to Nicholas Colas and Jessica Rabe at DataTrek Research, which have been posting similar FRED (Federal Reserve Bank of St Louis) charts on the US corporate credit markets. After … Continued
Check back in tomorrow morning for the weekly SP 500 earnings data, i.e. Saturday morning, November 3rd, 2018. One aspect to the October drop in stocks, is that there was no flight to Treasuries. The 10-year Treasury yield jumped from … Continued
(The weekly SP 500 earnings update will be posted tomorrow, i.e. Saturday, 10/6/18.) One of the reasons I chose the investment management business as a career, is that I was fortunate to have been studying economics and Money & Banking, … Continued
(The weekly SP 500 earnings update will be out early Sunday morning – the close in the 10-year Treasury yield on Friday, April 20th, could be a game changer and SP 500 earnings might take a back seat what is … Continued
The 10-year Treasury yield is two bp’s away from its 2018 high of 2.95% and through that level is 3% – 3.03% which are the 2013 high ticks for the key Treasury security, and once we take out 3.03% we … Continued