Tariff Inflation is Coming!
https://youtu.be/FK9mL_7WxCs Tariff Inflation is Coming! Jim Welsh of Macro Tides sits down with Blake Morrow to discuss the jobs data...
How effective would a “Shadow Fed” be?
https://youtu.be/TJK6bfoojVw How effective would a “Shadow Fed” be? Jim Welsh of Macro Tides sits down with Blake Morrow to discuss...
Mish’s Daily: Are Long Bonds Now the Place for a Flight to Safety?
Mish’s Daily: Are Long Bonds Now the Place for a Flight to Safety? Written by Michele 'Mish' Schneider A war...
The Divergence in the 10yr and 30yr Yields is Alarming!
https://youtu.be/bS_PXacR9Hc The Divergence in the 10yr and 30yr Yields is Alarming! Jim Welsh of Macro Tides sits down with Blake...
Mish’s Daily: Long Bonds Could be Ready
Mish’s Daily: Long Bonds Could be Ready Written by Michele 'Mish' Schneider Among the throngs of headlines on X, this...
Mish’s Daily: Time to Look at Fixed Income and Inflation Protection
Mish’s Daily: Time to Look at Fixed Income and Inflation Protection Written by Michele 'Mish' Schneider Recently, I was asked...
Mish’s Daily: Long Bonds-Risk Indicator Risk OFF, But With a Twist
Mish’s Daily: Long Bonds-Risk Indicator Risk OFF, But With a Twist Written by Michele 'Mish' Schneider As today is Turnaround...
Mish’s Daily: Post FOMC-A Look at Snakes and the Long Bonds TLT
Mish’s Daily: Post FOMC-A Look at Snakes and the Long Bonds TLT Written by Michele 'Mish' Schneider First, I would...