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business

Q1 Earnings Season Set Up For Positive Surprises

April 11, 5:00 pm EST As we came into the week, the economic, political and corporate calendar was relative light.  With…

Global Central Bank Policy Is Back To Pinning Down Rates, Driving Up Asset Prices

April 10, 5:00 pm EST The minutes were released from the March Fed meeting today.  But we already know very…

Stand-Down By The Fed Has Put The Bottom In For Emerging Markets

April 4, 5:00 pm EST The slowdown in China spooked global markets late last year, and have since spooked global…

Lyft And Uber IPOs Mark Euphoric Stage Of Internet 2.0

April 3, 5:00 pm EST We've talked about the prospects that Lyft and Uber, dumping shares on the public at a…

Lyft IPO Is Exposing The Valuation Gap Insanity

April 1, 5:00 pm EST Last week we talked about the buildup to the Lyft IPO. Lyft, "lifted" to a…

Why The White House Wants The Fed Spigot Open

March 29, 5:00 pm EST We've talked about the prospects of a repeat of 1995, when the Fed flip-flopped -- cutting rates,…

Lyft: Hyper-growth valuations unlikely to give investors hyper-growth

March 28, 5:00 pm EST Earlier this month, we talked about the big IPO agenda this year. We have some…

Fed’s Flip-Flop Leads Us To This 1995 Chart

March 27, 5:00 pm EST We've talked this week about the yield curve inversion. In response, the market is now pricing…

Fed’s 1995 Script Playing Out Again

March 26, 5:00 pm EST Yesterday we talked about the yield curve inversion. It was driven by the Fed walking…

Should We Be Concerned About the Yield Curve Inversion?

March 25, 5:00 pm EST There was a big technical break in the interest rate market on Friday.   And the yield curve…