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Did Japan’s Fiscal Stimulus Just Cement The Top In Treasuries?
August 2, 2016, 4:00pm EST Yesterday we pointed to the renewed risk that oil represented for stocks. The persistent bleed…
Oil Posing Risk To Stocks Again
August 1, 2016, 4:00pm EST Stocks printed another fresh record high in the S&P 500 today before falling back. As…
BOJ Doubling Down On Stocks Is Big For All Stock Markets
July 29, 2016, 1:45pm EST The Bank of Japan acted last night, but it wasn't the bazooka-type response markets were hoping…
Bank Of Japan Tonight Is A Huge Event For All Stock Markets
July 28, 2016, 4:00pm EST As we've discussed, the big event of the week is the Bank of Japan decision…
Why Apple Shares Should Be 30%-40% Higher
July 27, 2016, 3:30pm EST Yesterday we talked about Apple earnings that were coming after the market close. Given the…
Apple Earnings Bigger Catalyst Than Fed This Week
July 26, 2016, 1:45pm EST Over the next eight business days, we'll hear from the Fed, the Bank of Japan,…
Is It Bazooka Time For The BOJ?
July 25, 2016, 4:00pm EST As we discussed last week, the G20 finance ministers and central banks met in…
Why You Should Watch Oil Next Week
July 22, 2016, 3:00pm EST Last Friday we talked about some key charts to keep an eye on this week, which included…
The Wild Extremes Of Fed Rate Hike Expectations
July 21, 2016, 4:00pm EST The ECB meeting came and went this morning without moving the needle in global markets.…
G20 Might Set The Table For Fiscal Stimulus
July 20, 2016, 3:15pm EST U.S. stocks traded to new record highs this morning. Yesterday we talked about the trajectory…
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