Don’t Worry, Stock Market Rally Is Just Getting Started
November 21, 2016, 6:30pm EST Stocks hit new record highs again in the U.S. today. This continues the tear…
Japan Has Just Gone Unlimited QE
November 18, 2016, 4:30pm EST In my November 2 note (here), I talked about three big changes this year…
Yellen’s Rate View Should Support Momentum Of Trump Spending
November 17, 2016, 4:30pm EST As the Trump rally continues across U.S. stocks, the dollar, interest rates and commodities,…
The Clear Early Winners In The Trump Economy
November 16, 2016, 4:00pm EST Yesterday we talked about the missing piece in the pro-growth rally in markets. It's…
Will Trumponomics Drown Us In Debt?
November 14, 2016, 4:45pm EST We talked last week about the Trump effect on stocks. With a new President…
Grexit, Brexit, Trump?
November 8, 2016, 4:00pm EST As we head into the election, everyone involved in markets is trying to predict…
The Next President Unlikely To Move The Needle On The Stock Market
November 4, 2016, 4:00pm EST It was a rough week for global markets. Across the markets, there was clear…
Time To Buy Healthcare Stocks
November 3, 2016, 4:00pm EST As we head into the election, there’s one sector in the stock market that…
What To Expect From The Fed
November 1, 2016, 4:15pm EST The Fed is on deck for tomorrow. The RBA (Australian central bank) was a…
Central Banks Should Be Hawkish This Week
October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…