Jay is the founder of TPW Advisory and former top ranked head of asset allocation at Morgan Stanley.
Meet Jay Pelosky
Recent Articles
Global | US
Gut Punch
Jay Pelosky
You usually see stars when you get punched in the head. But it is 2021, and all things are possible, so the punch in the belly...
The Bear Case
Jay Pelosky
What is the UST bond market trying to tell us? The 10-year UST at 1.45% is certainly not telling us to fear embedded inflation, though...
2H Outlook: The Pause That Refreshes
Jay Pelosky
As we approach midyear, Covid Speed’s breakneck pace seems to have slowed. Cross-asset markets have paused, with stable stocks, bonds...
Commodities Are the Boss
Jay Pelosky
It seems like commodities are the boss now. BofA reports that broad commodities just poked their head into positive territory...