CPI + MU = Relief Today

TalkMarkets - Thu, 12/18/2025 - 13:45
Fixed income traders are enthused about the CPI report, but in a more tempered manner than their stock trading counterparts.

The 60/40 Portfolio Is Dead Because Bonds No Longer Work

TalkMarkets - Thu, 12/18/2025 - 13:39
While much of Wall Street's focus over past recent years has been on the AI hyperscalers, there are an increasing number of seismic developments happening internationally investors need to be aware of.

Consumer Inflation Went To Sleep In October-November

TalkMarkets - Thu, 12/18/2025 - 13:25
A truncated version of the CPI was reported for November this morning.

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