Callum ThomasAug 13, 20194 minAre bond yields too low?Bonds have had a dream run since bottoming late last year, particularly the longer end of the curve (I checked one popular longer-term US...
Callum ThomasAug 6, 20196 minFed vs Stocks: Finding the sweet spotOpinion has been extremely divided about the recent Fed rate cut. Some say it was necessary and prudent, others say it wasn't needed,...
Callum ThomasAug 1, 20195 minUS Margin Debt Trends: The Good, the bad, and the ugly...Margin debt is a funny indicator, it gets frequently used and abused by both rational cool-headed traders as well as sensationalist...
Callum ThomasJul 24, 20192 minUS Dollar: The Calm Before The StormSorry about the blatant outright cliché in the title, but honestly, I just can't think of a better way to describe the recent moves in US...