For the market to experience a meaningful correction, we need to see clear signs of defensive rotation—and so far, that hasn’t happened.

In the bond market, U.S....

Fed rate cut probabilities are shrinking fast. Just a few months ago, the market was pricing in over 100bps between the 2 year and the Fed funds rate. 

A weaker dollar will drive Bitcoin, gold and silver higher.

The Greenback often dips toward year-end. It’s the usual seasonal pattern.

And this price behavior is even more pronounced in election years. ...

If you're living on this planet, credit is everything—it shapes economies and tells us whether we’re in a "risk-on" or "risk-off" environment. 

And there's no better...

Long bonds are sending a message loud and clear these days, and I’m all ears.

When the Fed started cutting rates last month, long-term bonds reversed course lower. They...

Whether markets are full of chop or trending higher, bonds offer a versatile haven for our portfolios.

Take a look at inflation-protected securities, commonly known as TIPS. 

In inflationary environments...

Despite the gloomy headlines the market received this summer, major stock market sectors are showing resilience across the board, with new signs of life emerging. 

A shift seems to be on the horizon.At the moment, we are...

When Junk Bond traders jump ship, I’m out of stocks.

With all the talk about credit spreads “blowing out” since early August, this is an important discussion to have right now.

We always trust the bond market...

The stage is set for a strategic shift.Since this summer, safe haven assets have been catching a bid and outperforming across the board.

Investors are paying attention to growth indicators like ISM and PMI data. Other investors are looking at...

The current market environment is creating a unique opportunity for bonds. 

With the charts signaling strong potential for gains into year-end, now is the moment to take action and add some bond exposure to your...

From the desk of Steve Strazza @sstrazza

For the first time in my career, I'm buying bonds.

It has less to do with positioning defensively and more to do with making a call on lower interest rates.

But what it really...

This is the video recording of the August 2024 Mid-month Conference Call.

From the Desk of Ian Culley @IanCulley

Here’s what happened last week...

A few bad actors used open profits from highly leveraged positions to purchase other assets.

When those highly leveraged positions turned...

From the Desk of Ian Culley @IanCulley

US Treasuries are sticking a bullish reversal – an admirable feat following an unforgettable selloff.

If you aren’t buying bonds...

This is the video recording of our August 1st Monthly Charts Live Strategy Session

From the Desk of Ian Culley @IanCulley

Will the Fed finally cut interest rates?

We can’t say for sure… 

All that matters is what the market thinks. And following Powell’s testimony this week, investors are...

From the Desk of Ian Culley @IanCulley

Chop, chop, chop…

Yields on sovereign debt are chopping sideways across the globe.

The US, France, Germany, Spain, and UK benchmark rates are well below their respective 2023...

This is the video recording of our July 1st Monthly Charts Live Strategy Session

From the Desk of Ian Culley @IanCulley

Mark it, dude.

We have another bearish divergence calling strike three on the stock market rally…

High-yield bonds $HYG versus US Treasuries $IEI.

Check out the HYG/IEI...

This is the video recording of the June 2024 Mid-month Conference Call.

From the Desk of Ian Culley @IanCulley

The Nasdaq is ripping to new all-time highs. NVIDIA’s market cap is surpassing the three-trillion-dollar mark. And...