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The Most Important Signal Of The Day: Gold

June 20,  5:00 pm EST Stocks traded to new record highs today.  Oil was up 6%.  The 10-year yield traded…

Will The Market Test The Fed? Likely.

June 19,  5:00 pm EST The Fed held the line on rates today, passing up an opportunity to surprise markets…

ECB Telegraphing More Easing, Will They Restart QE?

June 18,  5:00 pm EST We've talked about the prospects of the Fed surprising tomorrow. Maybe beating the Fed to…

Chance Of Fed Cut Is Underpriced

June 17,  5:00 pm EST We're on Fed watch this week. As we discussed last week, if the Fed wants to…

Fed Should Cut Now, Not Later

June 14,  5:00 pm EST Next week we have the three central bank meetings on the agenda: the Fed, the…

Gold Is The ‘Fear Of The Unknown’ Trade

June 13,  5:00 pm EST Yesterday we talked about the plunge in oil prices and the importance of holding above…

Oil Prices, A Big Factor For Fed

June 12,  5:00 pm EST Remember, last week we talked about why $50 is a very important level for oil. A…

Expect Trump Trade Rhetoric Into Fed Meeting

June 11,  5:00 pm EST Yesterday we talked about the surgical manipulation Trump is (seemingly) attempting to perform, to force the Fed's…

Trump Is Surgically Optimizing For An Economic Boom. Will It Work?

June 10,  5:00 pm EST Last week we had signals from the Fed Chair that they were prepared to cut…

Smells Like Something’s Cooking On The China Front

June 7,  5:00 pm EST We had the jobs report this morning. As we discussed on Wednesday, the weak ADP…