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Earnings: Banks Continue To Put Up Good Numbers

July 15,  5:00 pm EST Second quarter earnings kick into gear this week.  It starts with the banks.  Today we heard…

Why Asset Prices Are Soaring Like It’s 1995

July 12,  5:00 pm EST Stocks will finish the week on new record highs, and up 20% for the year.…

Q2 Earnings Set-Up For Positive Surprises

July 11,  5:00 pm EST The markets have been obsessed with the Fed this week.  Let's talk about something else. …

Fed Response Is All About Trade

July 10,  5:00 pm EST Jerome Powell was on Capitol Hill today, with another opportunity to set expectations on what…

Still A Big Bounceback Required To Return To Trend Growth in Stocks And The Economy

July 9,  5:00 pm EST As we are working through an important month for stocks and the economy, I want…

Rate Cut Coming This Month

July 8,  5:00 pm EST Following the quiet Independence Day holiday last week, today Wall Street begins to position for…

Trade War Can Kicked Down The Road

July 1,  5:00 pm EST Predictably, Trump extended the timeline on new tariffs in his meeting with China's President Xi over the…

Fed Policy Was A Headwind, Now A Tailwind

June 28,  5:00 pm EST We end the week, month and quarter today.  Stocks are up 17% year-to-date. With the…

Is ‘This Time Different’ For Bitcoin?

June 27,  5:00 pm EST Bitcoin has had another huge move over the past three months -- more than tripling. …

Trade Deal Was ‘90% there’

June 26,  5:00 pm EST This morning Mnuchin was interviewed by CNBC.  He was the headline of the day, despite…