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china

Trumponomics Is Finally Reflating Europe and Japan

  January 9, 2017, 4:30pm EST Over the past year we've had a wild ride in global yields. Today I…

Why Stocks Are Still Cheap

  January 6, 2017, 7:00pm EST With the Dow within a fraction of 20,000 today, and with the first week…

Why You Should Care About China’s Currency

  January 5, 2017, 4:00pm EST We talked yesterday about the bad start for global markets in 2016.  It was led by…

What A Difference A Year Makes

  January 4, 2017, 4:00pm EST Remember this time last year?  The markets opened with a nosedive in Chinese stocks.  By the…

Why Trump’s Tough Talk On China May Work

As we near the year end and near a new administration and policy stance, the geopolitical risks have risen. I've talked…

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,…

Early Signs Of A Bottom In Global Pessimism

Heading into today’s inflation data, the prospects of German 10-year government interest rates going negative had added to the heightened risk…

Markets Set Up For Positive Surprise

We talked this week about the way markets are set up for a significant positive perception shift.  It's been led by oil,…

Trump: ‘China Is Stealing From Us.’ What He Means.

People continue to blame softness in global markets on China. For years, there has been fear and speculation of “hard…

Why Is Wall Street Always Worrying About China?

2/17/16 The word China is often thrown around to explain why markets are in turmoil. China doing well was a…