High Yield Spotlight
Strong Bond Market Diversification
With A Surprisingly Durable Distribution
Michael A. Gayed, CFA
Global View
Why Aren't Small-Caps Rallying Despite The 50 Basis Point Cut?
The Biggest Catalysts
Leaders-Laggards
Competing Forces
The Macro Remains Concerning
Weekly Signals
Fuel Or Fire?
What 50 Basis Points Really Means
Lead-Lag Live
John Roque on Mastering Technical Analysis, Bond Yield Cycles, and Precious Metals Trends
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
The Last Two Times The Fed Led Off With A Half-Point Cut Were 2001 And 2007
Not Exactly The Best Precedent To Follow
Macro Observations
Most Credit Spread Measures Don’t Indicate Much Risk, But One Of Them Does
Few understand the TED spread.
High Yield Spotlight
This 10% Yielder Is Positioned Well In The Short-Term
The Long-Term? Not So Much.
Global View
The Most Interesting Week Of The Year
Will The BoJ Matter More Than The Fed?
Leaders-Laggards
Stocks Rally, But Risk-Off Signs Remain Firm
Is It A Fed-Cutting Trap?
Weekly Signals
Nothing Really Changed
Sucking Everyone Back In Again
Lead-Lag Live
Marc Faber on the Yen's Rise, Chinese Investment Trends, and the Impact of Media Narratives
Lead-Lag Live Video Of The Week