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The Beacon
From Foundations to Fault Lines: Part IV
The 5% Long Bond Is Back
Jul 28
•
Bob Sheehan, CFA, CMT
3
2
Two-Speed Everywhere
July 19, 2026 | The Beacon
Jul 19
•
Bob Sheehan, CFA, CMT
7
4
Caught Both Ways
The Beacon · July 6, 2026
Jul 6
•
Bob Sheehan, CFA, CMT
5
2
No Landing
The Beacon · June 28, 2026
Jun 28
•
Bob Sheehan, CFA, CMT
14
2
No Put, No Cushion
The Beacon · June 24, 2026
Jun 24
•
Bob Sheehan, CFA, CMT
9
2
The Fed Put, Retired
The Beacon · June 15, 2026
Jun 15
•
Bob Sheehan, CFA, CMT
24
1
6
Markets Turn in Order
The Beacon · June 6, 2026
Jun 6
•
Bob Sheehan, CFA, CMT
12
1
The Honest Level
The Beacon · Term premium at 70bps, framework anchors at 150bps
May 4
•
Bob Sheehan, CFA, CMT
15
2
5
Earnings Week, Macro Week
THE BEACON · APRIL 27, 2026 - The Fed, four mega-cap reports, and three big data prints inside 96 hours.
Apr 27
•
Bob Sheehan, CFA, CMT
11
2
Two Economies
One Consumer, Two Consumer, Rich Consumer, Broke Consumer.
Apr 20
•
Bob Sheehan, CFA, CMT
22
2
11
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