Insider
Leadership
Summer '24 Leadership Series - "Change Agents"
Change Agent: Ganesh Sakshi, Mountain V Oil & Gas
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Joshua Ungerecht, ExchangeRight
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Mike Fanning, Advisor360°
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Andrew Krei, Crescent Grove Advisors
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Stephen C. Daffron, BetaNXT
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Michael Underhill, Capital Innovations
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Lisa Gok, Cetera
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Steve Sanders, Interactive Brokers
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read more
Change Agent: Frank Smith, Private Advisor Group
We’re talking to leaders about significant changes in the industry and their organizations – pr...Read moreTreasury & Rates
A weekly look at U.S. Treasury yields
Credit Markets Face Growing Liquidity Pressures Despite Resilient Spreads
Credit markets have demonstrated impressive resilience in recent years, repeatedly rebounding from ...Read more
Foreign Demand for U.S. Treasuries Shows Early Signs of Strain
The April Treasury International Capital (TIC) data warrant close monitoring, as foreign demand for...Read more
Fed Proposal to Ease eSLR Could Be Tailwind for Treasury Market Liquidity
The Federal Reserve’s decision last week to advance a long-anticipated proposal to ease the enhan...Read more
Fed Chair Powell Signals Patience as Fed Officials Float July Cuts
It’s been exactly one week since Fed Chair Jay Powell reiterated the Federal Reserve’s wait-and...Read more
Limited Downside for Yields Without Deeper Fed Cuts
Since President Trump’s surprise overhaul of U.S. trade policy in April, speculation about the ec...Read more
After 40-Year Downtrend, Bond Yields May Be Set for a Multi-Decade Climb
Interest rate cycles often span decades, not just years, aligning with the broader economic trends ...Read more
Treasury Market Whipsaws as Long-End Yields Tell the Tale
U.S. Treasury yields have been whipsawed over the past two weeks, particularly at the long end of t...Read more
Bond Vigilantes Awaken as U.S. Fiscal Woes Roil Treasury Market
The market has spoken—and it’s not impressed. The so-called “Big, Beautiful Bill” may be su...Read more
Traversing the Fixed Income Maze: Treasuries, Credit, and Sovereigns
The fixed income landscape in 2025 is turbulent, driven by volatile U.S. Treasury yields, shifting ...Read more
U.S. Treasury Market Dynamics and De-Dollarization Risks
The Federal Open Market Committee's (FOMC) recent meeting has sparked renewed speculation about the...Read more
The Fed Is Behind the Curve
In 2025, the U.S. economy is navigating a critical policy mismatch. The federal funds target range,...Read more
A Curve Steepener to Hedge Economic, Tariff Uncertainty
The U.S. Treasury market in 2025 is navigating a delicate balance, with tariff-induced volatility, ...Read more
Are US Treasuries Fading as the World’s Safest Asset?
For decades, U.S. Treasuries have been viewed as the ultimate "safe" asset in global markets, but a...Read more
A Look at the Bond Market Through Convexity and Carry
The bond market, though often overshadowed by the stock market’s flashy headlines, is a far more ...Read more
US Treasuries Shaken by Rising Tariff Fears, Basis Trade Unraveling
The new U.S. tariff regime has upended market expectations and introduced meaningful new variables ...Read more