Japanese Stocks Primed For A Catch Up To U.S. Stocks
February 4, 5:00 pm EST U.S. stocks are being valued right at the long-term P/E, just under 16x forward earnings. And…
Jobs Strong, Inflation Soft Is The Sweet Spot For The Fed
February 1, 5:00 pm EST We had a big rebound for global markets (and economic sentiment) in January. Today we…
Fed On Hold Drives Green Across The Screen For January
January 31, 5:00 pm EST With the Fed officially on hold, asset prices continue to lift-off. But with U.S./China talks…
Big Trendline Break In Stocks
January 30, 5:00 pm EST Remember, over the past three weeks, the major central banks in the world (the Fed,…
Trump’s Sanctions On Venezuela Should Drive Oil Prices Much Higher
January 29, 5:00 pm EST Today let's take a look at the recent moves the U.S. administration has made against…
Big Events This Week Will Set The Tone For 2019
January 28, 5:00 pm EST This is a huge week. We're following a down 9% month for stocks with a…
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…