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bonds

Let’s Hope A Move In Rates Isn’t Messy

  October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…

Did Japan’s Moves Open Door To A Big Yen Devaluation

  September 21, 2016, 4:40pm EST Yesterday we talked about the two big central bank events in focus today.  Given that…

Five Of Fed’s Eight Inflation Measures Running Above 2%

  September 19, 2016, 2:00pm EST We have two big central bank meetings this week--BOJ and the Fed. With that, as…

How Rates AND Stocks Can Go Higher

  September 13, 2016, 4:00pm EST Global markets continue to swing around today.  Remember, the past couple of days we've looked…

Should You Follow Ackman Into Chipotle?

  September 7, 2016, 4:20pm EST Last month we looked at 13F filings.  These are the quarterly portfolio disclosures, required by the…

Stocks Mostly Rebuff The Slide In Oil

    August 31, 2016, 4:00pm EST We watched oil closely earlier this year.  The oil price bust ultimately pulled down…

Take Your Eyes Off The Fed And Look At These Charts

  August 22, 2016, 4:30pm EST As we head into the end of August, people continue to parse every word and…

Does It Matter What Hedge Funds Are Buying And Selling?

August 15, 2016, 4:00pm EST Following a quiet week on the news and economic data front, this week will have…

This Article Is Not About Trump

  August 10, 2016, 4:00pm EST After the past two weeks, that included a Fed decision, more BOJ action, the approval…

Oil, DAX and Nikkei Should Outpace U.S. Stocks Through Year End

  August 9, 2016, 4:15pm EST Yesterday we walked through some charts from key global stock markets.  As we know, the…