A few weeks can make a huge difference. The macro environment hasn’t changed much: trade war is still on the horizon, shipping is slowing down and no deals have been confirmed. But investors have rediscovered their inner taste for risk. Wall Street has its nerve

The recent market surge, fueled by the temporary easing of trade tensions, has reignited a powerful force in the minds of many investors: the fear of missing out. This urge to dive headfirst into a rising tide is understandable, with the perception that holding cash

Jerome Powell, the Federal Reserve chair, has delivered a decisive message to the financial markets: the central bank will not be rushing to intervene. In his recent appearance at the Economic Club of Chicago, Powell made himself clear: investors should not expect immediate interest rate

The VIX is the ticker to watch when things get dicey. Essentially, it’s a reflection of how much the market’s expecting stocks to jump around in the coming month.  When it spikes, it’s like a collective gasp from investors, signaling a potential downturn. You might

Jamie Dimon, the CEO of JPMorgan Chase, anticipates significant turbulence in the U.S. Treasury market, driven by current regulations. He believes this instability will eventually force the Federal Reserve to intervene.  Dimon’s prediction is rooted in the recent surge in Treasury yields, particularly long-term debt,

So here we are. The mood remains extremely anxious, especially with Treasury bonds selling off contrary to the conventional wisdom where money flows into the safety of U.S. government debt when the economic outlook gets gloomy. While we aren’t exactly shocked (correlations between stocks and