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US Markets

Here’s Why Concessions From China On Trade Are Big Wins

May 23, 5:00 pm EST There has been a lot of attention over the past couple of days on China…

The last time commodities were this cheap they returned 50% annualized for the next four years

May 22, 5:00 pm EST Yesterday we talked the set up for a turn in the dollar (lower) and in…

Commodities Quietly Breaking Out

May 21, 5:00 pm EST Last week, rising market interest rates in the U.S. were becoming a concern.  But as…

Big Reversal Pattern In Yields May Predict Calm Returning To Rates Markets

May 18, 5:00 pm EST We've talked this week about the pressure that rising U.S. market interest rates are putting…

Gold and Yields Telling Two Different Stories, Which One Is Right?

May 17, 5:00 pm EST We talked yesterday about the building pressure in emerging markets, driven by weakening currencies and…

EM Currency Weakness May Force Convergence On Global Monetary Policy, Sooner Rather Than Later

May 16, 5:00 pm EST We’ve talked about the stock market’s discomfort with the 3% mark in rates. People have…

Higher Yields Are Telling The Story Of Higher, Hotter Growth

May 15, 3:00 pm EST The move in the 10-year yield was the story of the day today.  Yields broke back…

Bitcoin has become the gold substitute, until it’s not

May 14, 3:00 pm EST A few weeks ago, the markets were skittish about elevated oil prices and 3% yields. …

Looks like ‘all-clear’ signal given for stocks

May 11, 3:00 pm EST Over the past two Friday's we've stepped events and conditions that have built the case…

Billionaire-Owned Oil Stocks With Big Upside

May 10, 3:00 pm EST With oil above $70, today I want to revisit my note from February where we…