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US Markets

Time To Watch China’s Currency Closely

October 8, 5:00 pm EST China was on holiday last week (Golden Week).  So today, with China back to work, we…

Bond Market Is Still Short Of Pricing In Fed’s 200 BPS Of Hikes

October 5, 5:00 pm EST We ended the week with the jobs report today.  The headline payroll number itself is…

Market Rates Are Finally Adjusting To Fed Tightening

October 4, 5:00 pm EST  The move in rates continued to spook markets today.  The 10-year yield traded as high…

China’s Leverage On Trump Tariffs

October 3, 5:00 pm EST China remains the hold-out on making a deal with Trump on trade.  And itlooks likely that they…

Why Italy’s Face-Off With The EU Matters

October 2, 5:00 pm EST Italy's face-off with the EU is ramping up, following their announcement last week of plans to increase their deficit…

Italy May Force The Hand Of The EU Toward Fiscal Stimulus

September 28, 5:00 pm EST  Back in May, the populist movement that gave us Grexit, Brexit and then the Trump…

The Fed’s Rate Hikes Have Done Nothing To Slow The Economic Momentum

September 26, 5:00 pm EST The Fed moved again today on rates, as the market expected. This is the eighth…

Chinese Stocks Maybe The Best Buy In Global Stock Markets

September 21, 5:00 pm EST Last Friday we talked about the technical breakout in rates.  And we looked at this…

Ignore The Noise And Watch These Charts

September 20, 5:00 pm EST Global markets continue to melt-UP.  Ironically, Trump's promise to slap an additional $200 billion on…

Emerging Market Stocks In For A Big Bounce

September 19, 5:00 pm EST Just two weeks ago, the Nasdaq was up 19% on the year, while the "blue-chip"…