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Oil Should Give The Fed ‘Pause’

December 18, 5:00 pm EST Stocks hover around the February lows, as we head into tomorrow's big Fed decision. Although…

Will The Fed Respond To Stocks?

December 17, 5:00 pm EST As I said on Friday, stocks clearly have a significant influence on confidence.  And confidence ultimately…

China Running At Worse Than 2009 Levels

December 14, 5:00 pm EST We've talked about the struggling Chinese economy this week. As I've said, much of the key…

Trump Is Squeezing China

December 12, 5:00 pm EST We talked about the China trade story yesterday. In a nutshell, Trump has capitalized on…

Everyone Should See This Chart

December 11, 5:00 pm EST We've talked about the market volatility the past few days. Let's take a look at…

A Year Of Zero Returns — Anywhere

December 10, 5:00 pm EST We had another big swing in stocks today, from down about 2%, to finish UP on…

Why Regime Change Is Lifting Volatility

December 7, 5:00 pm EST Last year, the stock market broke a 21-year old record of the most consecutive days…

Why The Big Swings In Stocks?

December 6, 5:00 pm EST We had quite a reversal for stocks today.  It started with a plunge as the…

More Sanctions On Saudi Unlikely, Despite Congress Grandstanding

December 5, 5:00 pm EST I was away from the markets yesterday, on a big down day.  With markets closed…

Oil and Rates Building Goldilocks Scenario For Stocks

December 3, 5:00 pm EST On Friday, we closed the week with the view that a standstill agreement (at the…