A Consumer Credit Cycle Has Begun
With government stimulus over, accumulated savings starting to become depleted, rents soaring, and student loans about to switch back on, it appears a credit cycle...
Warming to Duration – Knowledge Leaders Capital
Leading into the weekend, where the debt ceiling had not been settled, markets were exhibiting very interesting positioning. To start, US Treasuries across the maturity...
The Case for Gold is Looking Stronger
The Federal Reserve’s balance sheet grew by $394B in the past two weeks. In the context of all G4 central banks, this move alone erases...