Weekly Commentary: Bond Yield Breakout
Weekly Commentary: Bond Yield Breakout
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If you are planning to visit Delhi’s iconic Red Fort over the next few weeks, you may need to revise your itinerary. The historic monument has been closed to the general public from July 15 to August 15, 2026, as preparations begin for India’s 80th Independence Day celebrations. Red Fort Closed Till August 15 Ahead…
Jemekk Long/Short Fund Q2 2026 Commentary
patpitchaya/iStock via Getty Images As you may recall, Q1 2026 ended in crisis, however Q2 2026 ended in one of the sharpest risk asset recoveries in recent memory. This quarter’s arc was defined by the slow, uneven de-escalation of the U.S.-Iran conflict that
Nvidia and AMD Investors Must Be Prepared for Aug. 4
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Pipelines around Hormuz won’t end threat Iran poses to Middle East oil
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Here’s the state of play for the mortgage market after the long weekend
Other important economic updates will arrive later in the week in the form of weekly initial jobless claims data and the latest existing home sales figures for June. Both of those releases are scheduled for Thursday. Last week, Freddie Mac chief economist Sam Khater said the latest decline in 30-year mortgage rates offered an “encouraging…
High Mortgage Rates Are Secretly Boosting Airbnb Host Profits
High mortgage rates may have put a damper on growth in the short-term rental market in recent years, but in a twist of fate, they appear to be boosting bookings and profits for longtime hosts. Mortgage rates above 6% have drastically slowed new investment in short-term rental (STR) properties, limiting competition for tenured hosts who…
