TLT: Is The Party Finally Over?

Bond Rally Buckling? That was Thomas Hale’s conclusion in his Financial Times column over the weekend (free to read with FT registration), citing, in particular, the yield on benchmark German debt becoming positive for the first time since July.

Has The Great Unwind Begun?

Markets are reeling today in response to the mere suggestion by one Fed governor that a rate hike might be in the offing when the Fed meets next week. Boston Fed President Eric Rosengren said that there is a “reasonable case” for a rate hike.

Bankrupt Boxes

The 7th largest container shipping line on the planet is bankrupt. The media has focused on the sexy things. You know, like what will happen to those big ships that Hanjin (OTC:HNJSF) had via charter, and the impact on world trade and the global supply chain.