Michael Lebowitz

“…the macro environment has deteriorated further and faster than we anticipated when we issued our quarterly guidance last month.” -Snap CEO Evan Spiegel First-quarter 2022 GDP...

In The Graduate, a young Dustin Hoffman, upon his college graduation, is taken aside by a family friend for career advice. The friend offers Dustin one word; “plastics.” He encourages Hoffman’s...

“Liquidity” and “volatility” are constantly thrown around by the financial media and Wall Street as if everyone fully understands them and their importance. These terms are...

We ended Liquidity Crisis in the Marking- Japan’s Role in Financial Stability- Part 1 with the following quote regarding inflation from BOJ Governor Haruhiko Kuroda: “The BoJ should...

The Federal Reserve, bond markets, and economic cycles have been dancing in a well-choreographed fashion for the last 30 years. This age-old dancing trio, the Fed, yield curve, and economy have a new...

Does a risk-free bond with a seven percent yield interest you? If so, read more about the red-headed stepchild of the bond world that is finally attracting investors. Series I Bonds (I-bonds) are...

The Federal Reserve, bond markets, and economic cycles have been dancing in a well-choreographed fashion for the last 30 years. This age-old dancing trio, the Fed, yield curve, and economy have a new...

Financial sanctions weighing on Russia are sending up red flags around the globe. The seizing of Russian foreign reserves and eliminating access to SWIFT is leading Russia and other countries to...

Inflation is running hot, and the Fed is projecting seven rate increases this year alone. As if that is not concerning enough for bond investors, the Fed hints at draining liquidity via balance sheet...

Investors are in the middle of a brief diversion from the Russian invasion and market volatility. Starting last Thursday, Mar. 17, investors’ debates turned from stocks, oil prices, bond yields, and...