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economy

Why Bitcoin Has Been All About Chinese Capital Flight

May 9, 5:00 pm EST Yesterday we talked about the tool China will use to offset tariffs, if a deal…

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…

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. …

More Positive Surprises Hitting In The Economic Data

April 18, 5:00 pm EST Yesterday we talked about the positive surprises in the Chinese data.  This is important because the…

Bottoming in Chinese Data

April 17, 5:00 pm EST Last month we talked about Chinese stocks has a key spot to watch for: 1)…

Big Four Banks Had Double-Digit Earnings Growth in Q1

April 16, 5:00 pm EST With Bank of America earnings this morning, we've now heard from the big four banks…

Bank Stocks: Among The Best Value In The Stock Market

April 15, 5:00 pm EST As we discussed last week, the table has been set (again) for positive earnings surprises. …

Trump Wants A Weaker Dollar, And Will Likely Get It

April 9, 5:00 pm EST A key piece in the continuation of the global economic recovery will be a weaker dollar.  It…

Chinese Stocks Signaling The Bottom In The Chinese Economy

April 8, 5:00 pm EST As we discussed on Friday, the overhang of risks to markets, to the Trump administration…