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Why You Should Care About China’s Currency

  January 5, 2017, 4:00pm EST We talked yesterday about the bad start for global markets in 2016.  It was led by…

What A Difference A Year Makes

  January 4, 2017, 4:00pm EST Remember this time last year?  The markets opened with a nosedive in Chinese stocks.  By the…

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…

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…

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…

What To Expect From Jackson Hole

  August 25, 2016, 4:00pm EST Tomorrow is the big annual Fed conference in Wyoming.  It typically draws the world's most…

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…