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Big Picture Market Perspectives 2/7/17

  February 7, 2017, 4:00pm EST                             …

Will Trump Prove The Trade Critics Wrong?

      January 23, 2017, 4:30pm EST The new President Trump has wasted no time on carrying out his…

Bank Stocks Are Still A Huge Buy

  January 13, 2017, 3:00pm EST We're getting into the heart of earnings season now, with Q4 earnings rolling in.…

Why Higher Rates Are Good For Stocks

  September 12, 2016, 5:00pm EST We headed into the weekend with a market that was spooked by a sharp run…

Why Fiscal Stimulus Could Be The Catalyst To Put A Top In Bonds

  September 6, 2016, 3:30pm EST As we headed into the holiday weekend, stocks were sitting near record highs, yields were…

Stocks Mostly Rebuff The Slide In Oil

    August 31, 2016, 4:00pm EST We watched oil closely earlier this year.  The oil price bust ultimately pulled down…

More QE From Japan May Need To Precede Next Fed Hike

  August 30, 2016, 5:00pm EST Last Thursday, everyone was awaiting the Friday Jackson Hole speech from Yellen.  I suggested that, while…

Take Your Eyes Off The Fed And Look At These Charts

  August 22, 2016, 4:30pm EST As we head into the end of August, people continue to parse every word and…

Early Signs Of A Bottom In Global Pessimism

Heading into today’s inflation data, the prospects of German 10-year government interest rates going negative had added to the heightened risk…

Markets Set Up For Positive Surprise

We talked this week about the way markets are set up for a significant positive perception shift.  It's been led by oil,…