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The Bond Market May Force The Fed’s Hand

May 28, 5:00 pm EST We head into the last week of May, with major global stock markets down in…

Watch Dollar For Signals On A Plaza Accord 2.0

May 24, 5:00 pm EST We’ve talked this week about the potential for a Plaza Accord 2.0. As we discussed,…

This Is How The Trade War May End

May 21, 5:00 pm EST With the stalemate on U.S./China trade talks, let's take a look today at how this…

This Is China’s Trade War Weapon

May 20, 5:00 pm EST With nine trading days remaining in May, stocks are down about 3.5% for the month. …

Does China Control The Price Of Gold?

May 17, 5:00 pm EST China continues to move their currency lower, as a way to offset some of the…

Why ‘China Dumping Treasuries’ Headlines Aren’t Scary

May 16, 5:00 pm EST There's a lot of chatter about China offloading of U.S. Treasuries. China is the largest foreign…

Don’t Forget, BOJ Is Still Stoking Global Markets Through QE

May 15, 5:00 pm EST The bounce for stocks continued today.  But global yields were broadly weak. Why?  Is this…

Stocks, A Buy On This Dip

May 14, 5:00 pm EST Yesterday we looked at the big technical support level for the Dow -- the 200-day…

Big 200-Day Moving Average In Stocks … A Buy, Not A Sell

May 13, 5:00 pm EST As we discussed last week, the Chinese government will use the yuan to counterpunch tariffs.…

Don’t Take The Bait On The Uber IPO

May 10, 5:00 pm EST We end the week with continued stalemate on a trade deal.  Given that trade talks…