Macro

Macro | Impacts of Covid-19 | March 24th-31st

America's Largest Relief Bill The coronavirus has left the world's markets volatile and staggering.  Aggressive actions are being taken to prevent these losses from becoming extraordinary.  President Trump signed a $2 trillion dollar stimulus package into law.  This is the largest relief bill that the United States has ever signed.  It includes additional unemployment insurance and also will support aid to many struggling Americans.  It is predicted that millions of Amer

Bonds, Macro

Macro | Recession Signals? | Aug 19th-25th

Yield Inversion - Early Recession signal Yield curves, interest, bonds, and the ever-going fight between the FED and President Trump have all been major focal points in 2019. Even though it might be sexier discussing high yield equities, it is important to talk about what happened last week. On August 14th, the 10-year Treasury bond briefly dropped below the 2-year treasury bond. This phenomenon is known as a yield curve inversion (See picture on the right). In normal market conditions, investor