Bonds Face Bigger Threat Than The Fed As Global Rates Climb

Published on August 17, 2026

Traders are pricing in about 400 basis points of rate hikes across seven major markets over the next year.

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Healthcare: What a Mess

August 16, 2026
Many things in healthcare really have gotten dramatically better and cheaper. Sequencing a human genome, for instance, cost close to a billion dollars in 2003. Today, under $1,500, making CRISPR therapy available to treat a plethora of diseases that once had no cure.

AI Is Driving Up Treasury Yields: 'It Just Touches Everything'

August 17, 2026
The AI borrowing spree is taxing the market's ability to absorb more debt.