A China Deal Would Unleash A Huge Commodity Bull Cycle
January 25, 5:00 pm EST We end the week with a weaker dollar, stronger commodities and recovering stocks. I suspect…
Central Banks Remind Us Of The Post-Crisis Script: ‘Whatever It Takes’
January 24, 5:00 pm EST With two big central bank meetings behind us this week, and the Fed on deck…
Setup for a Big Upside Surprise In Global Growth
January 23, 5:00 pm EST The financial media has been focused on Davos this week -- the host of the World…
How China Became The Most Dangerous Country In The World
January 22, 5:00 pm EST China reported the slowest growth since 1990 on Monday (+6.4%). This an interesting period to…
Tail End Of The Economic Expansion, Or Is It The Beginning?
January 18, 5:00 pm EST Stocks and crude oil have led the bounce back this month. And we're now getting more…
Wall Street Has (Again) Set The Bar Low For Earnings Season
January 17, 5:00 pm EST Stocks continue to recover from the wreckage of December. From December 3rd to December 26th,…
JP Morgan Does Record Business in 2018
January 15, 5:00 pm EST We now have Q4 earnings in from three of the country's four largest banks. Yesterday…
Best Time To Buy Bank Stocks Than Any Other Time In Our Lifetimes?
January 14, 5:00 pm EST Meaningful fourth quarter earnings kick off this week with the big banks. We heard from Citigroup this morning. They beat on…
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…