Trading Desk Talk
The labor market remains a major factor determining monetary policy.
Weekly Trading Desk Talk – Viva La Vida
The U.S. economy hasn’t been dethroned, but is it still ruling with authority?
Weekly Trading Desk Talk – Friday
The FOMC remains skeptical about the need for further cuts at the moment.
Weekly Trading Desk Talk: Fighter
The Winter Olympics coincide with a runup in spot metals prices.
Weekly Trading Desk Talk – Tired of Waiting
Trump announced Kevin Warsh as his pick to succeed Jerome Powell.
Weekly Trading Desk Talk – House of the Rising Sun and Interest Rates
A look at how Japanese government bond yields are impacting the market.
Weekly Trading Desk Talk – Happy
Takeaways from a bullish investor conference in Miami.
Weekly Trading Desk Talk – Happy
President Trump announced a plan to buy $200 billion in mortgage bonds.
Weekly Trading Desk Talk – January 5, 2026
In the classic holiday duet “Baby, It’s Cold Outside,” the party host...
Weekly Trading Desk Talk – December 15, 2025
The Fed delivered its 25 basis points rate cut, yet with the most....
Weekly Trading Desk – December 8, 2025
The FOMC is taking a close look at labor market data before its....
Weekly Trading Desk Talk – December 1, 2025
With inflationary pressures in check, the next shoe to drop is the labor....