Weekly Bond Commentary
We expect third-quarter GDP growth to be the strongest in U.S. history.
Weekly Cash Commentary
Pullback could be in offing against promising long-term outlook.
The money market industry is too focused on the trees.
The Fed sharpens its new policy framework with strong forward guidance.
It starts with the Fed.
A rebound led by the labor market, housing, autos, manufacturing and consumers.
I don't share my neighbor's worry. But this week reminds it's never a 1-way market.
Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.
If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.
Weekly cash commentary
Ultra-easy Fed and record stimulus represent a double dose of support for stocks.
Policy change to let labor market run hot as long as prices don’t.
Weekly bond commentary
An all-in Fed covers a lot of potential worries and issues.
June prime example of how liquidity asset flows benefit investors and the economy.