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The Jobs Report And Fed Watching Less Important For This Reason

  December 1, 2016, 4:00pm EST Tomorrow we get the last jobs report of the year.  And unlike the other…

OPEC’s Move Was To Stop The Economic Time Bomb

  November 30, 2016, 3:25pm EST Over the past year we’ve talked a lot about the oil price bust and…

When Bernanke Speaks You Should Listen

  November 29, 2016, 5:15pm EST   Yesterday I talked about how an OPEC cut on oil production would/should accelerate…

An OPEC Cut Will Accelerate Rate Hikes

  November 28, 2016, 4:45pm EST With Thanksgiving behind us, we a few key events ahead for markets before we…

Will OPEC Surprise Markets With Another Thanksgiving Day Announcement?

  November 22, 2016, 7:30pm EST Stocks continue to new highs today.  But with the holiday approaching, the big focus…

Don’t Worry, Stock Market Rally Is Just Getting Started

  November 21, 2016, 6:30pm EST Stocks hit new record highs again in the U.S. today.  This continues the tear…

Japan Has Just Gone Unlimited QE

  November 18, 2016, 4:30pm EST In my November 2 note (here), I talked about three big changes this year…

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…