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Setup for a Big Upside Surprise In Global Growth

January 23, 5:00 pm EST The financial media has been focused on Davos this week -- the host of the World…

How China Became The Most Dangerous Country In The World

January 22, 5:00 pm EST China reported the slowest growth since 1990 on Monday (+6.4%). This an interesting period to…

Tail End Of The Economic Expansion, Or Is It The Beginning?

January 18, 5:00 pm EST Stocks and crude oil have led the bounce back this month.  And we're now getting more…

Wall Street Has (Again) Set The Bar Low For Earnings Season

January 17, 5:00 pm EST Stocks continue to recover from the wreckage of December.  From December 3rd to December 26th,…

JP Morgan Does Record Business in 2018

January 15, 5:00 pm EST We now have Q4 earnings in from three of the country's four largest banks.  Yesterday…

Best Time To Buy Bank Stocks Than Any Other Time In Our Lifetimes?

January 14, 5:00 pm EST Meaningful fourth quarter earnings kick off this week with the big banks. We heard from Citigroup this morning. They beat on…

The Yuan Is Giving Signals On China Concessions

January 11, 5:00 pm EST Trade talks with China came and went again this week without any notable progress, at least…

Fed Continues To Dial Down Expectations

January 10, 5:00 pm EST The coordinated response to market turmoil continues to reverse the tide of what was becoming…

Key Charts

January 9, 5:00 pm EST We discussed yesterday how markets might look by the end of the year, if the pontifications…

Maybe The Real Economic Expansion Is Just Beginning

January 8, 5:00 pm EST The expectations have been dialed down dramatically over the past few months for markets and…