Bonds Face Bigger Threat Than the Fed as Global Rates Climb

Published on August 17, 2026

As investors debate whether and when the Federal Reserve will raise interest rates, market expectations for further tightening are building around the world — and spelling trouble for bonds.

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Chasing This Rally Boosts the Need for Protection

August 17, 2026
Reasons to be wary about stocks are quickly disappearing and a Goldilocks scenario looks increasingly likely. That’s precisely why it’s a perfect time to hedge against a market priced for perfection.

Yen Intervention Narrative: What’s True And Not

August 17, 2026
So let’s do the work the timeline skips, starting with separating what actually happened from what the narrative needs you to believe. Then we’ll ask the only question that pays: should any of it change how you’re positioned this morning?