Greenwich Associates just published my recent work examining changes to how US Treasurys are traded. After years of little change, some real disruption now seems…
Author: kevinonthestreet
I spent the latter part of the summer digging into the state of emerging markets fixed income. The result was research that acts as both…
U.S. Treasury volumes in October hit their highest level since May 2018, with an average daily volume of $554 billion. The equity market’s precipitous decline…
Oliver Renick and I had a good discussion about what caused (and didn’t cause) the equity market sell off in October 2018. I’m a market…
Fall is budget season. This is the time when most of corporate America spends countless hours making educated guesses as to how much money they…
The $41 trillion U.S. bond market allows corporations to grow, governments to finance themselves efficiently, investors to gain fixed returns with lower risk, communities to build infrastructure,…
There is always a story – sometimes interesting, sometimes boring – explaining how we got here and why things are the way they are. In…
I was asked to present something interesting to a room full of interns and recent college grads. It was a fun format and I really…
I’m excited to now be an official contributor for Forbes.com. My posts on Forbes will be an extension of what I do every day –…
Volatility finally returned to the market in the first half of 2018, and by all accounts the market structure held up remarkably well. To date,…