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Market Is UNDER-Estimating Rate Cut Chances For June

May 31, 5:00 pm EST We end the month of May today.  Things were going quite well for markets, with…

Q1 Growth Number Is A Reminder That The Economy Is Good

May 30, 5:00 pm EST The first revision of Q1 GDP came in this morning, in-line with expectations (at 3.1%).  As…

Low Yields Are Overstating Risks In The Global Economy

May 29, 5:00 pm EST We've talked about the signal the interest rate market is giving: with rates at these…

The Bond Market May Force The Fed’s Hand

May 28, 5:00 pm EST We head into the last week of May, with major global stock markets down in…

Watch Dollar For Signals On A Plaza Accord 2.0

May 24, 5:00 pm EST We’ve talked this week about the potential for a Plaza Accord 2.0. As we discussed,…

This Is How The Trade War May End

May 21, 5:00 pm EST With the stalemate on U.S./China trade talks, let's take a look today at how this…

This Is China’s Trade War Weapon

May 20, 5:00 pm EST With nine trading days remaining in May, stocks are down about 3.5% for the month. …

Does China Control The Price Of Gold?

May 17, 5:00 pm EST China continues to move their currency lower, as a way to offset some of the…

Why ‘China Dumping Treasuries’ Headlines Aren’t Scary

May 16, 5:00 pm EST There's a lot of chatter about China offloading of U.S. Treasuries. China is the largest foreign…

Don’t Forget, BOJ Is Still Stoking Global Markets Through QE

May 15, 5:00 pm EST The bounce for stocks continued today.  But global yields were broadly weak. Why?  Is this…