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Stocks

What China Has To Lose On A ‘No Deal’

May 7, 5:00 pm EST As we get closer to the hard deadline on a U.S./China trade deal, markets are…

Trump’s Win-Win Bet

May 6, 5:00 pm EST Late last week, the White House floated the idea that a trade agreement with China could come…

Positive Surprises In Productivity And Wage Growth, A Big Deal

May 3, 5:00 pm EST If you are a regular reader of my daily notes, you'll know we've been discussing…

Can Stocks Force The Hand Of The Fed … Again

May 2, 5:00 pm EST We talked about the technical reversal signal in stocks that developed yesterday, following the Fed press conference.…

Stocks Flashing A Technical Reversal Warning

May 1, 5:00 pm EST As we discussed yesterday, the interest rate market has been signaling that the Fed made…

Why A Fed Rate Cut Would Steepen The Yield Curve

April 30, 5:00 pm EST As we head into a Fed decision tomorrow, we've talked about the prospects of a…

A Rational View Of S&P 3,500+

April 29, 5:00 pm EST We ended last week with a positive surprise for Q1 GDP.  Today, we had more…

Bar Has Been Set Low To Manufacture Positive Surprises … And They Are Rolling In

April 26, 5:00 pm EST The first reading on first quarter U.S. GDP came in this morning at 3.2%-- much better than expected. …

How Microsoft Has Transformed Into A Trillion-Dollar Cloud Company

April 25, 5:00 pm EST Today, Microsoft was the third company to hit the trillion-dollar market cap threshold. Apple was…

Bidding War For Anadarko May Signal The Beginning Of Takeovers In Energy

April 24, 5:00 pm EST Among the big news of the day is the bidding war that is underway for…