Archived commentaries:
March 2019: Auto Loan Myth, Index Changes & M&A Fallout: Market Notes
February 2019: Value, Inflation, Australia: Market Notes
January 2019: Looming Fed Pause & Other Market Notes
July 2018: The US Agg - More Risk / Less Diversity
May 2018: Why Does my TIPS ETF Have a Negative Return?
January 2018: Tax Reform Impact on the Credit Markets
November 2017: Flatter Curve Ahead
November 2017: Powell New Fed Chair
October 2017: CPI - Hurricane Headline vs. Calm Core
September 2017: Inflation Gets Back on Track
September 2017: Fed Slims Down
August 2017 Inflation Dashboard - Global Inflation: Improvement
July 2017 Inflation Dashboard: Fronts Collide
June 2017 Inflation Dashboard: Patience Challenged as Risks Mount
May 2017 Inflation Dashboard: Fundamentals Call for Patience
April 2017 Inflation Dashboard: Fundamentals vs. Technicals
January 2017: New Perspectives: Overdone?
March 2017 New Perspectives: Taking Advantage of Oil’s (Not-So) Surprising Downtrade