Market Commentary
Periodic commentary on markets, volatility, and the income trading environment, written through the lens of the strategies taught here. No predictions, no trade calls. Just context.
The Bond Market Takes Center Stage — August 21, 2026
The stock market was almost a side story this week. The main event was the bond market, where long-term Treasury yields pushed to their highest levels in about ...
Tame Inflation, Tired Consumer — August 14, 2026
This was the week the market had circled on the calendar: the July inflation reports. They came in tame, the market made new highs, and then Friday's retail sal...
A Hawkish Hold and an Oil Whipsaw — August 3, 2026
The last commentary previewed a Fed meeting and the heaviest earnings week of the quarter. Both happened, and the market's reaction is a better lesson than anyt...
Fed Week Meets Earnings Season — July 27, 2026
This is the first Wheelhouse market commentary. The goal of these posts is simple: look at what is happening in the market right now through the lens of an inco...