VRIG News and Press, Invesco Variable Rate Investment Grade ETF From 05/30/19

Unlike most articles that have the President's name in the title, this note will not be political in nature but rather will discuss some facts regarding the trade dispute with China and our trading relationship with the rest of the world. I want to outline one of the problems that the admini...

As many long-term followers of my economic research are well aware, I have been a bull on Treasury bonds since 2017, citing slower economic growth and weaker inflation. Interest Rates Will Always Follow Nominal GDP Growth Trends: Source: BEA, FRED, BLS, EPB Macro Research I started...

The U.S. economy now appears to be heading into Quad 4 market scare. In our model, Quad 4 is an environment of U.S growth slowing, inflation slowing . That spells trouble ahead for the market. And so the question becomes, how will the Federal Reserve react? And how fast? In this ...

Right now, the Federal Reserve seems to be doing very well. Because the Federal Reserve seems to be dong very well and seems to be controlling the situation, the value of the US dollar has strengthened this year and shows many signs of moving even higher. The value of the US dollar is an i...

In the past few years, I wrote a lot about the unprecedented credit crisis I foresee. I call it “The Great Reset.” I have to add, it isn’t what I think the future should look like or what I want to see. But almost the entire developed world has painted itself into a...

Last year saw something exceedingly rare. For a period of 9 months there were exclusively rate hikes by the major central banks we monitor. But this period of tightening is turning, and now rate cuts are beginning to dominate again. If this was an important chart last year, you better believe ...

Treasury yields are likely at a temporary sticking point, waiting for the next catalyst to move yields materially in either direction. When I talk about yields being at an important level, it should not be confused with technical analysis. I don't use technical analysis in my approach. The ec...

Many market commentators and conspiracy theorists are postulating that China might dump its rather significant holdings of US Treasuries as revenge for trade tariffs. The chart below shows the amount of Treasuries held by foreign countries at present. $1.22 Trillion. These Treasuries came ...

The disruption this week is connected with the US-China trade talks that is scaring financial markets throughout the world. The yield on the 10-year US Treasury note dropped to 2.45 percent as money poured into the bond market, down from the 2.50 percent close yesterday. This rush to ris...

A few months ago, I wrote part III to this series outlining why interest rates would continue to remain low and most likely continue to fall on the long-end of the curve, confounding consensus opinion as to why interest rates should rise. The consensus opinion on long-term interest rates, ...