The Pipe Dream of Bond Bulls Will End Soon
The US is having a near-perfect run of inflation and economic growth data. That’s great for almost everyone.
Trump Will Move Markets More Than the Fed
The difference is that unlike rate cuts, the former president’s campaign fortunes aren’t yet priced in. That could change soon.
Japan’s Market Roars Back to Life—With Old-Timers Leading the Way
After decades of setting its benchmark rate near zero, the BOJ is poised to tighten, spurring new opportunities for veteran traders.