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The U.S. Still Has A Strong Dollar Policy, Just Not With China

The dollar has come into the crosshairs of the new president in recent weeks. Let's talk about what's happening and…

Is The Market Starting To Price-In Trump Risk?

    January 30, 2017, 4:00pm EST                           …

First Week Of Trumponomics In The Books

  January 27, 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…

Why The Trump Rally Will Continue

  January 20, 2017, 4:15pm EST President Trump officially took office today.  From the close of business on November 8th, as…

Mnuchin: Good Pick Or Bad Actor?

  January 19, 2017, 4:15pm EST The Treasury Secretary nominee was being "grilled" by Congress today. I want to talk…

Trumponomics Is Finally Reflating Europe and Japan

  January 9, 2017, 4:30pm EST Over the past year we've had a wild ride in global yields. Today I…

Why Stocks Are Still Cheap

  January 6, 2017, 7:00pm EST With the Dow within a fraction of 20,000 today, and with the first week…

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…