Institutional-Grade Treasury Research
Daily insights from Eric Hickman, with over 25 years of experience in rates and Treasury markets. Access proprietary LDEI Index data and institutional-quality research.
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Proprietary indicator measuring Treasury market dynamics
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Analysis of recent FOMC commentary and implications for rate expectations heading into Q2...
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With over 15 years of experience in Treasury markets and rate strategy, Eric brings institutional-grade analysis to subscribers daily. His proprietary LDEI Index has become a trusted tool for portfolio managers navigating the complexities of fixed-income markets.
Formerly a senior strategist at leading fixed-income firms, Eric founded Lantern Capital to democratize access to the analytical frameworks used by the world's largest institutional investors.
Read full bioEditorial analysis on Treasury markets and economic policy
Three years with five reliable recession signals, five recession scares, and no recession Also on Advisor Perspectives At the last FOMC meeting press conference, Chairman of the Federal Reserve Jerome Powell, gave an explanation why some wanted to pause cutting rates at the December meeting…
I’ve gotten an exceptionally high number of predictions right over the last two years since I started posting publicly. I put more emphasis on measuring macro-economics faster (LDEI, more on that at the end) and less on hot topics and micro-economics than most. I always…
Also on Advisor Perspectives here. With the stock market recovering most of what it lost earlier this year and tariffs coming down from the scary levels of Liberation Day, the consensus thinking is that the past few months were just another recession scare like 12/2023…
The Lantern Dynamic Equilibrium Index (LDEI) is our proprietary indicator that synthesizes multiple Treasury market signals into a single, actionable metric.
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