Why the Treasury Market is Behaving Badly

by pentoport | Apr 17, 2025 | Commentary

April 17, 2025 The US 10-year Benchmark rate jumped by 50 bps in just the 5 days from April 7th to the 11th. That is a very unusual and humongous move in such a short period of time. The question is, why would that volatility occur in the context of a slowing economy,...

Mid-Week Reality Check – 4/16/25

by pentoport | Apr 16, 2025 | Podcasts

[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC250416.mp3"]

This content is for Annual Subscription and Trial Subscription members only.
Register

Already a member? Log in here

The Fog of Tariffs

by pentoport | Apr 11, 2025 | Commentary

April 11, 2025 There was a near-record number of job layoff announcements during the month of March, according to the labor research firm Challenger, Gray & Christmas. There was a total of 275,240 layoff announcements last month. The level of layoffs was eclipsed...

Mid-Week Reality Check Revised- 4/9/25

by pentoport | Apr 9, 2025 | Podcasts

[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRCFINAL250409.mp3"]

This content is for Annual Subscription and Trial Subscription members only.
Register

Already a member? Log in here

Mid-Week Reality Check – 4/9/25

by pentoport | Apr 9, 2025 | Podcasts

[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC250409.mp3"]

This content is for Annual Subscription and Trial Subscription members only.
Register

Already a member? Log in here

Mid-Week Reality Check – 4/2/25

by pentoport | Apr 2, 2025 | Podcasts

[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC250402.mp3"]

This content is for Annual Subscription and Trial Subscription members only.
Register

Already a member? Log in here

Mid-Week Reality Check – 3/26/25

by pentoport | Mar 26, 2025 | Podcasts

[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC250326.mp3"]

This content is for Annual Subscription and Trial Subscription members only.
Register

Already a member? Log in here

Fed Follies on Full Display

by pentoport | Mar 21, 2025 | Commentary

March 21, 2025 The University of Michigan Consumer confidence survey for March plunged to 57.9 versus the estimate of 63 and 65.7 in the month prior. And yet, inflation expectations in the same survey hit a 32-year high of 4.9%. Stagflation is the word that comes to...

Mid-Week Reality Check – 3/19/25

by pentoport | Mar 19, 2025 | Podcasts

[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC250319.mp3"]

This content is for Annual Subscription and Trial Subscription members only.
Register

Already a member? Log in here

Mid-Week Reality Check – 3/12/25

by pentoport | Mar 12, 2025 | Podcasts

[sc_embed_player_template1 fileurl="https://pentoport.com/wp-content/uploads/MRC250312.mp3"]

This content is for Annual Subscription and Trial Subscription members only.
Register

Already a member? Log in here