The steepening yield curve in 2025 signals a potential new market cycle, not an imminent recession, defying traditional economic models. Small cap earnings growth is projected at 19% versus 12% for ...

I last covered the PIMCO Dynamic Income Opportunities Fund (NYSE:PDO) on Nov 15 with an article titled “PDO: 2 Things I Learned From Junk Bonds”. That article rated the CEF as a hold after analyzing ...

With the Fed potentially nearing the end of its rate-cutting cycle, 2026 is likely to bring continued steepening of the Treasury yield curve, reinforcing caution on long-duration bonds. A horizon ...

As explained in Prof. Robert Jarrow’s book cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document the size of that risk ...

CNBC’s “Closing Bell” team discusses markets with Chris Verrone of Strategas, Alicia Levine of BNY Wealth and Bryn Talkington of Requisite Capital. Got a confidential news tip? We want to hear from ...

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CNBC’s “Closing Bell” team discusses markets with Chris Verrone of Strategas, Alicia Levine of BNY Wealth and Bryn Talkington of Requisite Capital. Hundreds arrested for DUI in Tennessee despite ...

As explained in Prof. Robert Jarrow’s book cited below, forward rates contain a risk premium above and beyond the market’s expectations for the 3-month forward rate. We document the size of that risk ...

The US fixed-income markets extended their positive trajectory into 2025’s final quarter. The Morningstar US Core Bond Index, a proxy for the US-dollar-denominated investment-grade bond market, ...