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fed

Expect Trump Trade Rhetoric Into Fed Meeting

June 11,  5:00 pm EST Yesterday we talked about the surgical manipulation Trump is (seemingly) attempting to perform, to force the Fed's…

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…

A Rational View Of S&P 3,500+

April 29, 5:00 pm EST We ended last week with a positive surprise for Q1 GDP.  Today, we had more…

Bottoming in Chinese Data

April 17, 5:00 pm EST Last month we talked about Chinese stocks has a key spot to watch for: 1)…

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…

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…

Why The Fed Cares (A Lot) About Oil Prices

March 12, 5:00 pm EST Remember, when oil prices began the fourth-quarter plunge from $76 down to as low as $42,…