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Fed’s 1995 Script Playing Out Again

March 26, 5:00 pm EST Yesterday we talked about the yield curve inversion. It was driven by the Fed walking…

Should We Be Concerned About the Yield Curve Inversion?

March 25, 5:00 pm EST There was a big technical break in the interest rate market on Friday.   And the yield curve…

Bonds Look Overdone … Maybe From A Mueller Fear Premium

March 22, 5:00 pm EST Stocks have swung around this week and will finish down just around three-quarters of one percent…

Fed’s Strategy Reset: Set The Bar Low

March 21, 5:00 pm EST Stocks came back strong today as the market has had a little more time to…

Fed Reset Is A Pre-Emptive Strike Against The Worst Case Scenario

March 20, 5:00 pm EST The Fed met today and confirmed the signaling we've seen since early January. With the…

For Tech Giants, Compliance Costs Will Change The Business Model

March 19, 5:00 pm EST We’ve seen the verbal and Twitter shots taken by Trump at the tech giants since…

Fed Meeting This Week, But They Have Already Told Us Where They Stand

March 18, 5:00 pm EST Stocks open the week in breakout mode. We've now taken out the December highs, the…

Bottom May Be In For China

March 15, 5:00 pm EST As we end the week, let's take a look at what China is doing to…

The Bond Markets Is Sending A Signal: Manipulation

March 14, 5:00 pm EST Wall Street has a lot of adages that many follow, and few question (but they should). One…

Why Global Markets Haven’t Been Troubled By Brexit

March 13, 5:00 pm EST We haven't talked much about the Brexit drama. Why?  Because it has been noisy, yet unlikely to…