Independent thinking for complex markets and current events
Trump buying quite a bit of long duration muni bonds. (Alongside 2026 maturities) Take it for what it is worth. https://t.co/uxQqkbOa2v — Mr. VIX (@yieldsearcher) November 22, 2025 U.S. President Donald Trump bought at least $82 million in corporate and municipal bonds from late August to early October including new investments in sectors benefiting from …
by LegalDragonfruit1506 -Unemployment rate is low -Lots of job openings are being reported Almost 1/4 of Harvard MBA grads are unemployed. A recession is coming and the current administration is going to be holding the bag. https://www.edexlive.com/campus/2025/Jan/21/over-23-of-harvard-universitys-mba-graduates-unemployed-report
The MEDIAN duration of unemployment is 10.5 weeks. It was Dec 2008 by the time this series hit such lofty levels, 1 full year after the recession had begun, which took @nberpubs a record 366 days to backdate By then, the recession was 12 months old. It didn’t end until Jun 2009 https://t.co/VolPahwwiQ — Danielle …
by confoundedinterest17 Constitution Avenue in Washington DC is actually becoming Tobacco Road. No, not the dysfunctional family of Georgia sharecroppers during the Great Depression, but the Treasury Borrowing Advisory Committee (TBAC). On Monday, after we got the first part of the Treasury’s Quarterly Refunding Announcement (QRA), in which the Treasury unexpectedly announced a big drop in its borrowing …