The country has a lot to think about following the very unfortunate events over the weekend. Markets are believing more about outcomes.

We begin this week with more steepening in the yield curve which we’ve favored. Markets have a great way of parceling through uncertainty. This week: The Republican National Convention and VP pick, Retail Sales, and a fresh round of housing data. Chair Powell today and Fed Governor Waller on the economic outlook later in the week.

Get your updates each week with Gregory (Greg) Faranello, CFA, Head of US Rates at AmeriVet Securities, Inc..