Markets Markets took a calm start to the new trading week. We should probably label it wait-and-see indecisiveness before multiple event risk to potentially unravel later this week. US yields decline between 1.5 bps (2-y) and 4.2 bps (30-y). With the 30-y yield holding at 5.23% and last week’s multi-year top still (5.33%) still within […]
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For investors holding the iShares Core S&P 500 ETF (IVV), the latest round of quarterly hedge fund filings reveals a figure worth watching. Hedge funds collectively cut their IVV positions by roughly 63% during the Read more…
Every generation gets handed a rough script for what a finished adult life is supposed to look like. For roughly 70 years, yours came with a front door and your name on the paperwork behind Read more…
U.S. tariffs of 50% on roughly 5% of Canadian exports took effect on Saturday (see commentary). Canadian Prime Minister, Mark Carney, has stated new Canadian tariffs will match “dollar for dollar” and be implemented starting Read more…