Don't Say You Weren't Warned Doug Nolan Long-bond (30-yr) Treasury yields traded to 5.15% intraday Thursday – the high back to July...
A big baleful bill The Senate should vote down Donald Trump’s reckless tax cuts If it does not, a collision with the bond markets awaits Com...
Gold steady in bond chaos It’s the best of times for gold; the worst of times for dollars. Led by long-dated JGBs, global government bond ma...
Dollar drama Global turmoil has at least one beneficiary: currency traders The foreign-exchange market has been reinvigorated by recent even...
A brief history of the gold standard An article for free for all my Substack subscribers. It gives context to the problems we face as the fi...
