The Yuan Is Giving Signals On China Concessions
January 11, 5:00 pm EST Trade talks with China came and went again this week without any notable progress, at least…
Fed Continues To Dial Down Expectations
January 10, 5:00 pm EST The coordinated response to market turmoil continues to reverse the tide of what was becoming…
Key Charts
January 9, 5:00 pm EST We discussed yesterday how markets might look by the end of the year, if the pontifications…
Maybe The Real Economic Expansion Is Just Beginning
January 8, 5:00 pm EST The expectations have been dialed down dramatically over the past few months for markets and…
U.S. Steelmakers That Should Win From ‘The Wall’
January 7, 5:00 pm EST The Fed sent a message to markets on Friday that they will pause on rates hikes,…
The Fed Has Just Reinstated The Put For Stocks
January 4, 5:00 pm EST Stocks had a huge bounce today. And it was driven by: 1) the central bank…
Newsflash: Apple Is Dirt Cheap
January 3, 5:00 pm EST As we've discussed, the dysfunctional stock market has put pressure on Trump to stand down and…
Treasury Intervention Has Put The Bottom In Stocks
January 2, 5:00 pm EST Happy New Year! We are off to what promises to be a very important year for markets and…
Market Decline Is Geopolitical, Not Economic
December 21, 5:00 pm EST As we head into the holidays and the end of the year, let's take a…
Why This Looks Like 1994
December 20, 5:00 pm EST In recent days we've discussed the parallels between this year and 1994. In '94 the Fed…