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investing

Slide In Stocks Is All About Deflating The Bubbly Tech Giants

October 10, 5:00 pm EST Yesterday we talked about the risks surrounding markets (Italy, Interest Rates, China), and said these…

Cracks In Big Tech Stocks Finally Showing

October 9, 5:00 pm EST There are always plenty of risks surrounding markets.  Still, stocks tend to be pretty good…

Time To Watch China’s Currency Closely

October 8, 5:00 pm EST China was on holiday last week (Golden Week).  So today, with China back to work, we…

Bond Market Is Still Short Of Pricing In Fed’s 200 BPS Of Hikes

October 5, 5:00 pm EST We ended the week with the jobs report today.  The headline payroll number itself is…

Market Rates Are Finally Adjusting To Fed Tightening

October 4, 5:00 pm EST  The move in rates continued to spook markets today.  The 10-year yield traded as high…

China’s Leverage On Trump Tariffs

October 3, 5:00 pm EST China remains the hold-out on making a deal with Trump on trade.  And itlooks likely that they…

Why Italy’s Face-Off With The EU Matters

October 2, 5:00 pm EST Italy's face-off with the EU is ramping up, following their announcement last week of plans to increase their deficit…

Next On The Trump Economic Agenda: Infrastructure

October 1, 5:00 pm EST Given the global nature of business within the Dow constituents, the DJIA has been the place…

Italy May Force The Hand Of The EU Toward Fiscal Stimulus

September 28, 5:00 pm EST  Back in May, the populist movement that gave us Grexit, Brexit and then the Trump…

The Fed’s Rate Hikes Have Done Nothing To Slow The Economic Momentum

September 26, 5:00 pm EST The Fed moved again today on rates, as the market expected. This is the eighth…