Dramatic Slide in Treasuries Shakes the FX Market (fixed)

Last Friday was a bit mixed, with the SPX500 falling and then rallying in the last minute. That same pattern looked so familiar, like I've seen many times. Just when one thinks "we are so back" is right where risk should be taken off the table.

Over the last century, there have been 14 major bull markets in US equities. On average, those cycles have lasted just under 5 years and delivered 177% gains. S&P500 could go over ~9000 by the end of 2027 Actually, if we project that same trajectory onto today, we

The market expects the Fed to start easing rates, not because of a crisis, but while stocks and GDP are growing. That's rare, but hear me out. As long as the Fed is cutting into strength, the market's instinct is to chase risk higher. The risk-off