With Trump’s decision to delay the “reciprocal tariffs” on certain countries by 90 days, the tariff war has temporarily paused. This month, most people’s attention has been focused on the declining stock market. However, investment experts suggest it is time to focus on unusual activities in the bond market.
U.S. Treasury bonds are issued by the U.S. government to borrow money from the market, promising repayment of princip...

The bird touched down, and my guys piled on. There were 27 of us. We were heavy with mortars and ammo. Good thing they sent a big bid, one of the old Vietnam War era CH-53 Sea Stallions. In fact, this one, I still remember, was riddled with bullet holes (as so many of them were back then) straight from that conflict in Southeast Asia that allowed specs of sun to shine upon us as it groaned upon lift-off. I was the section sergeant, and senior Marine among the 27. I knelt betw...

We saw the major U.S. stock indexes decline on Friday (07 Feb) after the release of the University of Michigan Consumer Sentiment survey. The stock market did start positively and marginally higher after the jobs data, but selling pressure came after the release, this could be due to investors are also trying to comprehend the monthly employment number and the sharp drop in consumer sentiment.
The S&P 500 and DJIA de...

U.S. Treasury yields have been on the rise since the start of 2025. This week, longer-term Treasury yields surged to their highest levels since November 2023, with the 10-year yield peaking at 4.79%. The benchmark 10-year Treasury yield has climbed more than 100 basis points over the past four months, approaching the psychological 5% threshold.
The recent strength in Treasury yields is largely attributed to robust economi...

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The Federal Reserve's decision on how much to cut interest rates has finally been unveiled today, causing significant market fluctuations. Without further ado, let's delve into the details of this watershed meeting. At 2 PM, the Fed released its statement and the dot plot for September. In the statement, the Fed announced a rate cut of 50 basis points, rather than the 25 basis points many had anticipated. Moving forwa...