Archive - The Lead-Lag Report

Economic Time Bomb

Is the Yen Carry Trade About to Explode?

16 hrs ago •

Michael A. Gayed, CFA

Is Japan The Root Cause Of The Current Sell-Off In U.S. Treasuries?

The Simplest Answer Is Usually The Right One

Jan 17 •

Michael A. Gayed, CFA

10% Distribution Yield

Is USA Fund's Strategy Sustainable in Today's Market?

Jan 16 •

Michael A. Gayed, CFA

Japan's Crucial Decision

BoJ Meeting Could Trigger Global Market Shift

Jan 15 •

Michael A. Gayed, CFA

Small-Caps Crumbling

The Canary in the Coal Mine for the Next Financial Crisis?

Jan 14 •

Michael A. Gayed, CFA

2022 All Over Again?

Why This Time It's Different (and More Dangerous)

Jan 13 •

Michael A. Gayed, CFA

Lakshman Achuthan on Economic Cycle Insights, Yield Curve Un-inversion, and Manufacturing Challenges

Lead-Lag Live Video Of The Week

Jan 12 •

Michael A. Gayed, CFA

35:45

Jobs Report Shocker

Why Your 401(k) Might Be in Danger

Jan 11 •

Michael A. Gayed, CFA

Inflation Today, Economic Collapse Tomorrow?

The Tariff Time Bomb

Jan 10 •

Michael A. Gayed, CFA

The Multi-Sector Income Fund That's Defying Market Logic

But For How Long?"

Jan 9 •

Michael A. Gayed, CFA

Japan's 13-Year High

The Yield Surge That Could Crash Your Investments

Jan 8 •

Michael A. Gayed, CFA

This Isn't Typical

Santa Never Showed

Jan 6 •

Michael A. Gayed, CFA

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts