PerspectivesCurve Inversions & Bull Markets March 26, 2019 The Fed Pivot February 19, 2019 The Trending Fed August 24, 2018 Being QE-Easy Could Make FX Market Puke July 23, 2018 High Yield Still In A Sweet Spot...For Now July 16, 2018 Relative Value Says 3% Won't Hold April 23, 2018 Volatility Is Back! February 12, 2018 Is The Consumer Blinking May 30, 2017 Buy Yield Or Bye YieldMarch 7, 2017Breadth And TaxesFebruary 24, 2017Combatting The ConundrumJanuary 24, 2017Sifting Through Fixed Income WastelandNovember 15, 2016Fixed Income: Playbook For TrumpanomicsNovember 9, 2016Running HotOctober 18, 2016The Jackson Hole RecapAugust 29, 2016Getting Ready for the Jackson Black HoleAugust 24, 2016Sell in Fall For A Market Stall?August 16, 2016The Bond Bubble Burst And The Death Of The Disinflation TradeJuly 13, 2016Pocket Aces - Play Or FoldMay 26, 2016Don't Fight The FedMay 17, 2016The Holbrook Relative Value IndexMay 11, 2016Slow Job Growth. Get Used To It.May 9th, 2016Trouble With the CurveApril 11, 2016The Holbrook Weekly WrapMarch 11, 2016Market Hubris and the Bond BubbleFebruary 28, 2016Negative Rates are a Policy MistakeFebruary 24, 2016Holbrook Weekly WrapFebruary 19th, 2016S&P 500: Correction or Bear Market Beginning?February 17, 2016The Weak that WasFebruary 16, 2016The U.S. will not follow in Japan's footstepsFebruary 1, 2016The U.S. Treasury Auction- Who is showing up?January 28, 2016Can commodity prices cause a recession?January 27, 2016Wage Growth, the Fed, and Market HubrisJanuary 27, 2016Corporate Profits vs. Worker Compensation. Who will win out?January 8, 2016Corporate Profits vs. Worker Compensation. Who will win out? Part IIJanuary 8, 2016The U.S. Consumer – Overly Leveraged?January 8, 2016The Recession Checklist: When to start de-risking portfoliosJanuary 8, 2016International Reserves – Savings gluts can last only so longJanuary 8, 2016