X

US Markets

Bonds Look Overdone … Maybe From A Mueller Fear Premium

March 22, 5:00 pm EST Stocks have swung around this week and will finish down just around three-quarters of one percent…

Fed Reset Is A Pre-Emptive Strike Against The Worst Case Scenario

March 20, 5:00 pm EST The Fed met today and confirmed the signaling we've seen since early January. With the…

For Tech Giants, Compliance Costs Will Change The Business Model

March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…

Fed Meeting This Week, But They Have Already Told Us Where They Stand

March 18, 5:00 pm EST Stocks open the week in breakout mode. We've now taken out the December highs, the…

Bottom May Be In For China

March 15, 5:00 pm EST As we end the week, let's take a look at what China is doing to…

The Fed’s ’60 Minutes’ Strategy

March 11, 5:00 pm EST We ended last week with a 4.4% plunge in Chinese stocks.  What followed, Friday morning…

Misleading Headline Of The Day: Worst start to the year for equity flows since 2008

March 8, 5:00 pm EST Overnight, China reported a 20% plunge in its February exports.  That was the driver for…

Stocks Bumping Into Technical Profit Taking Levels

March 4, 5:00 pm EST Stocks sold off sharply this morning, before bouncing nicely from the lows.   The range on the…

A Big Infrastructure Spend Could Finally Give Us A Big Post-Recession Boom

. February 6, 5:00 pm EST Trump's State of the Union address last night telegraphed the next priority in his economic…

Jobs Strong, Inflation Soft Is The Sweet Spot For The Fed

February 1, 5:00 pm EST We had a big rebound for global markets (and economic sentiment) in January.  Today we…