Happy Saint Patrick's Day, everyone. Yours truly will not be taking part in any of the traditional celebration today as I am still battling the aftermath of that nasty stomach virus that hit me with full force late yesterday.
To that end, I may have to keep this somewhat brief this morning...though there is no shortage of things to talk about.
As mentioned in yesterday's podcast, your full attention right now should be on the bond market. At present, it seems this market is quickly transitioning away from rate hikes and inflation to the likelihood of a "policy error" as...
