This is the video recording of the February 2022 Mid-month Conference Call.

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

Not all stressors are debilitating.

In some cases, stress can push us to perform at our highest level. But, of course, there are instances when opposing forces...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

The middle of the curve is catching higher as the US 10-year Treasury yield pushes toward its next milestone at 2.00%.

Now that we’re starting to see some follow-...

From the desk of Steven Strazza @Sstrazza and Grant Hawkridge @granthawkridge

In April 2020, crude oil traded below zero and marked the perfect capitulation event for a number of trends.

Around the very same time, both...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

The path of least resistance is higher for yields, as the market continues to punish investors for buying bonds. 

As long as that’s the case, we want to look for...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley  

The Federal Reserve is doing its best to prepare the market for what is expected to be a year of rate hikes. But investors aren’t exactly enthusiastic about this...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

There have been some fireworks to kick off the new year. One of the biggest developments in 2022 has to be the US 10-year yield breaking to its highest level in two...

This is our ASC Research Q1 2022 Playbook.

With the current market environment giving us many mixed messages, what better time to dive in and see what's happening underneath the surface?

• Stocks...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

Downside pressure on long-duration rates and a flattening yield curve was the story of the bond market for the latter part of 2021. 

But we started to see signs...

From the desk of Steve Strazza @Sstrazza and Ian Culley @Ianculley

With the exception of US large-caps, the market remains range-bound for most risk assets. At the same time, most defensive assets are failing to catch any meaningful bid...

Wall Street sell side analysts are coming out with their 2022 forecasts.

And we all know how accurate those tend to be ;)

In the...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

Our focus has been on US Treasury yields in recent months – and for good reason. 

The 30-year yield recently undercut its summer lows, and the 10-year yield...

From the desk of Steven Strazza @Sstrazza and Ian Culley @IanCulley

It was only a month ago that we discussed the TIPS versus Treasuries ratio hitting its highest level since 2013 as investors prepared for rising inflation.

Fast-...