There is good news and bad news about the future of U.S. interest rates. The Fed Funds rate now sits at a 4.50% to 4.75% range. The CME FedWatch Tool shows a […]
The Fed’s Rate Cut Case Looks Even Less Aggressive for 2025
Would 4.5% to 5.0% Long-Term Treasury Yields Crush Stocks?
The Federal Reserve’s FOMC has now cut interest rates twice in the last sixty days and the Fed Funds target rate is 4.50% to 4.75%. This is supposed to be good news […]
Bad News About Future Rate Cuts…
I promised myself I was not going to write about interest rate cuts on the day of FOMC meetings. No one can make a living writing about interest rate cuts (or hikes) […]
The Top 20 Nations Owning the Most Treasury Debt
As the U.S. Presidential, Congressional and local elections unfold, many people are on edge. Even the people who claim not to care whoever wins in any of the races are probably worried […]
Why Rising Long-Term Treasury Yields Look So Scary This Time Around
The Federal Reserve’s FOMC finally got around to cutting interest rates by 50 basis points in September. It is, or was, supposed to be the first of multiple interest rate cuts. Now […]
Government Budget Woes: Runaway Spending vs. “Fair Share” in Taxes
You have probably heard it before that the United States government has a massive spending problem. You have also probably heard countless times that the wealthy need to “pay their fair share” […]
Spoiler Alert: U.S. Treasury Yields Still Too High vs. R.O.W.
The U.S. Federal Reserve has finally begun its interest rate cutting cycle. The 50 basis-point cut to the Fed Funds rate does of course help businesses and borrowers alike. That cut was […]
Your 4% Treasury Bond Window is Closing Fast: Debt, Rate Cuts, Dividends, Deficits
You can still earn more than 4% purchasing a 30-year Treasury. This may sound paltry compared to the 2024 high of 4.75%, or even more paltry than the 5.10% peak in 2023. […]
Why Tactical Investors Should Focus on Long-Term Bonds
Most tactical investors may consider that stocks are always better than bonds. After all, gains in NVIDIA, Meta, Apple, and others have been hard to compete with over time. “Always” is a […]