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First Week Of Trumponomics In The Books

  January 27, 2017, 4:00pm EST                             …

No One Is Factoring In This Element Of The Trump Effect

  January 2, 2017, 4:00pm EST Happy New Year!  We're off to what will be a very exciting year for…

An OPEC Cut Will Accelerate Rate Hikes

  November 28, 2016, 4:45pm EST With Thanksgiving behind us, we a few key events ahead for markets before we…

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…

Yellen’s Rate View Should Support Momentum Of Trump Spending

  November 17, 2016, 4:30pm EST As the Trump rally continues across U.S. stocks, the dollar, interest rates and commodities,…

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…

Market May Be Very Wrong On Fed

  June 2, 2016, 3:25pm EST In the middle of June we have perhaps the two biggest events of the year.…

The G7 Effect On Stocks. It’s Big.

  May 27, 2016, 11:40am EST As we head into the Memorial Day weekend, we want to talk today about the…

Bull Market: Why You Should Fear Missing Out

  May 25, 2016, 3:30pm EST We charted very closely the risks of the oil price bust.  We thought central banks…

The Trade Of The Decade

We've talked a lot about oil, the rebound of which has probably led to the trade of the year.  If…