Published at the top of each week, Weekly Relative Value tracks market and economic trends, analyzes key releases and watches ongoing political developments. Understand how current events are impacting investment yields and risk, and influencing choices portfolio managers are making.

Current Issue

October 26, 2026 AI: The Bill Is Coming Due

Past Issues

October 13, 2026 Drunken Sailors and Bond Bears

October 5, 2026 The Fed Can't Print Diesel

September 28, 2026 The Fed’s Cure Is a Recession

September 21, 2026 The Mad Hatter Economy

September 14, 2026 Believe It or Not

 

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