As we discussed heading into the weekend (and the likely official tariff announcement), the only recent, conclusive track ...

Bonds were weaker overnight as markets calmed down a bit after yesterday's DeepSeek frenzy. The 8:20am CME open brought in just a bit of buying, but there's been better selling since the 8:30am ...

For all of the news that seems to be highly likely to cause volatility for rates, the market reaction ended up playing out on ...

Here in Las Vegas, I asked a German girl if Germans are afraid of numbers. She said 9. Numbers are interesting, as we will ...

This morning's PCE inflation data was in line with expectations with the annual core PCE price index coming in at 2.8% and ...

Interest rates are driven by the bond market and bonds are at their best levels in over a month. As such, it's no surprise ...

Did you ever notice that when you put the two words "The" and "IRS" together, it spells "Theirs"? The impact of taxes and tax ...

Bonds rallied in overnight trading. The move was exceptionally linear, without any obvious regard for movement in equities or ...

Both S&P Case-Shiller and the FHFA released national home price indices this morning. In both cases, November's prices were ...

What follows is a comparison between today's newly released Fed announcement and the previous announcement.  Additions are ...

The relevance of economic data increased this morning with the release of Q4 GDP and Jobless Claims. Neither were good for rates although neither were especially bad. Right after the data, the ...