Archive - Curve Advisor

May 2025

April 2025

Won Battle. Lost War.

I didn’t get a chance to more fully discuss why I have believed that we “won the battle but lost the war,” because of the busy data cycle.

Apr 29 •

Powell is Staying

ALERT: The CA Vacation Alert is in effect for next week.

Apr 21 •

Recession Drivers

Recession risks have changed quite a bit the past week, from Trump delaying tariffs and repealing some Chinese electronics tariffs.

Apr 14 •

That “Eases” post last week was very timely.

Apr 7 •

March 2025

Two Kinds of Eases

I recently had some discussions with colleagues about the amount of easing priced into the curve.

Mar 31 •

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