Category: Uncategorized
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The Fed Hiked… And Yields Fell?
The Federal Reserve raised rates by 25 basis points, lifting the target range to 3.75%-4%. It’s the first hike since 2023 and the dot plot implies it might not be the last one we see this year. The majority of the FOMC thinks at least one more is coming. The 2 year jumped 7 basis…
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The Fed is Late, and the Bond Market Knows It
Kevin Warsh’s initial address as Fed Chairman emphasized that inflation remains a priority, indicating ongoing central bank efforts. His speech led to sharp rises in Treasury yields, reflecting pre-existing inflation and geopolitical pressures, rather than new problems. Higher borrowing costs resulting from sustained yields will impact various sectors, including the AI buildout.
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Introducing My Research Page
I am excited to announce the launch of my dedicated Research page, where I will be publishing institutional-quality equity research reports covering publicly traded companies across a range of sectors. Each report will include in-depth fundamental analysis alongside clear buy, hold, or sell ratings, giving readers the kind of rigorous, actionable insights typically reserved for…
