With the Fed potentially nearing the end of its rate-cutting cycle, 2026 is likely to bring continued steepening of the ...

Learn how understanding the bond yield curve's signals can inform economic forecasts and enhance your investment decisions ...

Despite volatility, muni markets finished strong in 2025, and we are optimistic for a repeat in 2026. Read more here.

Adaptation is recommended for 2026. By combining 2-year AA corporate bonds for yield and long-duration government bonds for tactical gain, the Barbell strategy aims to reduce downside risk while ...

In my 50-plus years of running money, I’ve noticed that the biggest market moves come from factors that have gone unnoticed – and right now, there’s a doozy lurking under the table. Amid all the ...

Investors are increasingly betting on higher long-term U.S. Treasury yields, due to growing concerns over the nation’s rising debt and widening fiscal deficits. The risks have been amplified by ...

The U.S. Treasury yield curve, one of the most reliable signals of recession, is flashing red again. As of March 2025, the spread between the 10-year and 2-year Treasury yields remains inverted, a ...

The yield curve has long been a closely watched indicator of economic health. When the yield curve inverts, meaning short-term interest rates exceed long-term rates, it is often seen as a harbinger of ...

In last week's commentary we spoke about the big bounce of the S&P 500 (SPY) that got us back in the mix of all the key trend lines (50/100/200 day moving averages). And likely we would be stuck in a ...