Does China Control The Price Of Gold?
May 17, 5:00 pm EST China continues to move their currency lower, as a way to offset some of the…
Why ‘China Dumping Treasuries’ Headlines Aren’t Scary
May 16, 5:00 pm EST There's a lot of chatter about China offloading of U.S. Treasuries. China is the largest foreign…
Don’t Forget, BOJ Is Still Stoking Global Markets Through QE
May 15, 5:00 pm EST The bounce for stocks continued today. But global yields were broadly weak. Why? Is this…
Stocks, A Buy On This Dip
May 14, 5:00 pm EST Yesterday we looked at the big technical support level for the Dow -- the 200-day…
Big 200-Day Moving Average In Stocks … A Buy, Not A Sell
May 13, 5:00 pm EST As we discussed last week, the Chinese government will use the yuan to counterpunch tariffs.…
Don’t Take The Bait On The Uber IPO
May 10, 5:00 pm EST We end the week with continued stalemate on a trade deal. Given that trade talks…
Why Bitcoin Has Been All About Chinese Capital Flight
May 9, 5:00 pm EST Yesterday we talked about the tool China will use to offset tariffs, if a deal…
Watch The Yuan As A Proxy On A Trade Deal
May 8, 5:00 pm EST We talked about China’s currency yesterday, as the key proxy on a U.S./China trade deal.…
What China Has To Lose On A ‘No Deal’
May 7, 5:00 pm EST As we get closer to the hard deadline on a U.S./China trade deal, markets are…
Trump’s Win-Win Bet
May 6, 5:00 pm EST Late last week, the White House floated the idea that a trade agreement with China could come…