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stocks

Will Trump do a deal (not the deal) and remove the overhang of uncertainty from the global economy?

June 21,  5:00 pm EST As we end the week, any questions on whether or not the central banks have…

Oil Prices, A Big Factor For Fed

June 12,  5:00 pm EST Remember, last week we talked about why $50 is a very important level for oil. A…

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…

Market Is UNDER-Estimating Rate Cut Chances For June

May 31, 5:00 pm EST We end the month of May today.  Things were going quite well for markets, with…

Q1 Growth Number Is A Reminder That The Economy Is Good

May 30, 5:00 pm EST The first revision of Q1 GDP came in this morning, in-line with expectations (at 3.1%).  As…

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…

Don’t Forget, BOJ Is Still Stoking Global Markets Through QE

May 15, 5:00 pm EST The bounce for stocks continued today.  But global yields were broadly weak. Why?  Is this…

Stocks, A Buy On This Dip

May 14, 5:00 pm EST Yesterday we looked at the big technical support level for the Dow -- the 200-day…

Don’t Take The Bait On The Uber IPO

May 10, 5:00 pm EST We end the week with continued stalemate on a trade deal.  Given that trade talks…

What China Has To Lose On A ‘No Deal’

May 7, 5:00 pm EST As we get closer to the hard deadline on a U.S./China trade deal, markets are…