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Yellen’s Rate View Should Support Momentum Of Trump Spending

  November 17, 2016, 4:30pm EST As the Trump rally continues across U.S. stocks, the dollar, interest rates and commodities,…

The Clear Early Winners In The Trump Economy

  November 16, 2016, 4:00pm EST Yesterday we talked about the missing piece in the pro-growth rally in markets.  It's…

Will Trumponomics Drown Us In Debt?

  November 14, 2016, 4:45pm EST We talked last week about the Trump effect on stocks.  With a new President…

Grexit, Brexit, Trump?

  November 8, 2016, 4:00pm EST As we head into the election, everyone involved in markets is trying to predict…

The Next President Unlikely To Move The Needle On The Stock Market

  November 4, 2016, 4:00pm EST It was a rough week for global markets.  Across the markets, there was clear…

Time To Buy Healthcare Stocks

  November 3, 2016, 4:00pm EST As we head into the election, there’s one sector in the stock market that…

What To Expect From The Fed

  November 1, 2016, 4:15pm EST The Fed is on deck for tomorrow.  The RBA (Australian central bank) was a…

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…

Higher Yields Are Removing A Cautionary Signal For Markets

  October 28, 2016, 5:15pm EST Remember, up to mid 2015, there were reasons to be optimistic about the outlook…

Let’s Hope A Move In Rates Isn’t Messy

  October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…