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Stocks

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…

Grexit, Brexit, Trump?

  November 8, 2016, 4:00pm EST As we head into the election, everyone involved in markets is trying to predict…

The Next President Unlikely To Move The Needle On The Stock Market

  November 4, 2016, 4:00pm EST It was a rough week for global markets.  Across the markets, there was clear…