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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…

Formula For The Bounce Is At Work

June 6,  5:00 pm EST Stocks continue to bounce back today, driven by the signalling from global central banks that…

When Bad News Becomes Good News

June 5,  5:00 pm EST It's jobs week.  We'll get the May jobs report on Friday. As we've been discussing,…

Powell Signals Clearly That The Fed Will Do What Is Needed To Keep The Economy Going

June 4, 5:00 pm EST We've talked about the build up to a Fed rate cut.  On that note, we…

Let’s See If The Fed Is ‘Listening’

June 3, 5:00 pm EST Back on December 19th, the Fed hiked rates into a sharply falling stock market.  This…

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,…