Trading Desk Talk 03/23/26

Inflationary fears creep back into the minds of investors and global monetary policymakers.

Trading Desk Talk 03/16/26

Although two rate cuts were forecast not long ago, the market has changed.

Trading Desk Talk 03/09/26

We closed out the first week of the conflict in Iran with global....

Trading Desk Talk 03/02/26

The labor market remains a major factor determining monetary policy.

Trading Desk Talk 02/23/26

The U.S. economy hasn’t been dethroned, but is it still ruling with authority?

Trading Desk Talk 02/17/26

The FOMC remains skeptical about the need for further cuts at the moment.

Trading Desk Talk 02/09/26

The Winter Olympics coincide with a runup in spot metals prices.

Trading Desk Talk 02/02/26

Trump announced Kevin Warsh as his pick to succeed Jerome Powell.

Trading Desk Talk 01/26/26

A look at how Japanese government bond yields are impacting the market.

Trading Desk Talk 01/19/26

Takeaways from a bullish investor conference in Miami.

Trading Desk Talk 01/12/26

President Trump announced a plan to buy $200 billion in mortgage bonds.

Trading Desk Talk 01/05/26

In the classic holiday duet “Baby, It’s Cold Outside,” the party host...