From the Desk of Ian Culley @IanCulley
Whenever a fellow parent asks what I do, I tell them I comment on interest rates.
I’m not involved in the semiconductor industry or the AI revolution. I don’t rob community banks (a personal favorite, despite mixed reactions). And I certainly do not analyze fixed-income, forex, and commodity markets (that’s a show-stopper).
The only thing people want to know these days – whether they’re navigating Wall St. or Main St. – is where rates are headed.
But no one seems to be listening to the one person who has a direct impact on the direction of US Treasury yields…