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boj

Japan Has Just Gone Unlimited QE

  November 18, 2016, 4:30pm EST In my November 2 note (here), I talked about three big changes this year…

Central Banks Should Be Hawkish This Week

  October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…

Let’s Hope A Move In Rates Isn’t Messy

  October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…

Keep It Simple: Be Long Dollars, Long Stocks

  October 5, 2016, 4:15pm EST As you might recall, since I've written this daily note starting in January, I've focused on a…

This Article Is Not About Trump

  August 10, 2016, 4:00pm EST After the past two weeks, that included a Fed decision, more BOJ action, the approval…

Oil, DAX and Nikkei Should Outpace U.S. Stocks Through Year End

  August 9, 2016, 4:15pm EST Yesterday we walked through some charts from key global stock markets.  As we know, the…

Key Market Charts To Watch This Week

  August 8, 2016, 3:45pm EST Today we want to look at some key charts as we head into the week.…

If Billionaire Oil Traders Are Right About $80 Oil, Buy This Dip

  August 3, 2016, 4:30pm EST As we've said, oil has been quietly sliding over the past three weeks.  It closed…

Did Japan’s Fiscal Stimulus Just Cement The Top In Treasuries?

  August 2, 2016, 4:00pm EST Yesterday we pointed to the renewed risk that oil represented for stocks. The persistent bleed…

Oil Posing Risk To Stocks Again

  August 1, 2016, 4:00pm EST Stocks printed another fresh record high in the S&P 500 today before falling back.  As…