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Is Gold Signaling Plaza Accord 2.0?

July 18,  5:00 pm EST With 12 days until the July Fed decision, the Trump administration has attempted to dial…

21% yoy earnings growth for the biggest banks in the country

July 17,  5:00 pm EST With Bank of America earnings today, we've now heard from all of the big four banks (JPM, BAC,…

As Ubben said, banks have the ‘lowest risk profile than any time in our lifetime’

July 16,  5:00 pm EST Today we heard from two more of the “big four banks” on Q2 earnings. Yesterday,…

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…