Don't Watch "Cash on the Sidelines"

Published on April 30, 2025

As we have written…The Era of Easy Everything is ending. Part of this involves bringing inflation back to the Federal Reserve’s target of 2.0%. We could debate that number, but the Fed is getting closer.

Continue reading on website
Other news

Red Warning Light Blinking in U.S. Treasury Market

April 30, 2025
While most market watchers have focused on the wildly yo-yoing stock market over the last few weeks, the Treasury bond market has been flashing warnings.

Markets Resilient Despite Tariff Turmoil

April 30, 2025
The markets rebounded strongly last week, holding ground despite the lingering cloud of uncertainty surrounding tariffs and trade negotiations. Importantly, while tariffs and dollar weakness are stirring short-term concerns, long-term inflation expectations remain firmly anchored, setting a strong case for the Federal Reserve to begin cutting rates.