Fed Reset Is A Pre-Emptive Strike Against The Worst Case Scenario
March 20, 5:00 pm EST The Fed met today and confirmed the signaling we've seen since early January. With the…
For Tech Giants, Compliance Costs Will Change The Business Model
March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…
Fed Meeting This Week, But They Have Already Told Us Where They Stand
March 18, 5:00 pm EST Stocks open the week in breakout mode. We've now taken out the December highs, the…
Bottom May Be In For China
March 15, 5:00 pm EST As we end the week, let's take a look at what China is doing to…
The Bond Markets Is Sending A Signal: Manipulation
March 14, 5:00 pm EST Wall Street has a lot of adages that many follow, and few question (but they should). One…
Why Global Markets Haven’t Been Troubled By Brexit
March 13, 5:00 pm EST We haven't talked much about the Brexit drama. Why? Because it has been noisy, yet unlikely to…
Why The Fed Cares (A Lot) About Oil Prices
March 12, 5:00 pm EST Remember, when oil prices began the fourth-quarter plunge from $76 down to as low as $42,…
The Fed’s ’60 Minutes’ Strategy
March 11, 5:00 pm EST We ended last week with a 4.4% plunge in Chinese stocks. What followed, Friday morning…
Misleading Headline Of The Day: Worst start to the year for equity flows since 2008
March 8, 5:00 pm EST Overnight, China reported a 20% plunge in its February exports. That was the driver for…
The Script For Stocks Continues To Look Like Another 2016
March 7, 5:00 pm EST Stocks continue to back off after completing a full recovery of the December declines. Here's…