08/03/2026
With interest rates climbing in an uptrend for most of this year, while the Federal Reserve has been on pause the last several months on interest rate policy, it appears the bond market has been doing the work for the Fed.
In this newsletter Cory reviews some charts on interest rates he's watching, as well as what the unwind in semiconductors looks like so far.
With interest rates climbing in an uptrend for most of this year, while the Federal Reserve has been on pause the last several months on interest rate policy, it appears the bond market has been doing the work for the Fed.