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economy

Are Financial Markets Over-Exaggerating The Brexit Effect?

  June 28, 2016, 4:00pm EST We’ve talked about the Brexit effect the past couple of days.  And we’ll continue on…

Brexit: A Bad Outcome For Anyone Is A Bad Outcome For Everyone

  June 27, 2016, 4:15pm EST Over the past two trading days, we're seeing the "risk-off" flow of global capital that…

‘Brexit’ Vote Might Finally Invoke Much Needed Global Fiscal Stimulus

  June 24, 2016, 4:15pm EST The world was stirring today over the UK decision to leave the European Union.  Here are…

Gun Shy Investors Are Missing The Economic Recovery

    June 23, 2016, 3:00pm EST As we said yesterday, we've seen a slew of threatening events come and go…

‘Uncertainty’ Is The New Normal

  June 22, 2016, 2:20pm EST Tomorrow is the UK vote, where UK citizens will vote on whether to 'stay' or to…

UK ‘Remain’ Vote Would Fuel Huge Second Half Rally In Stocks, Yields

  June 20, 2016, 2:45pm EST On Friday we looked at four key market charts that suggested the worst of the…

Four Key Market Charts To See Before Monday

  June 17, 2016, 4:30pm EST After a shaky few days for markets, we head into the weekend with some relative…

BOJ Has All Of The Ingredients To Devalue To Prosperity

  June 15, 2016, 4:30pm EST The Fed held rates steady today.  As we've talked about, this was a decision they…

The BOJ, Not The Fed, Is What Matters Tomorrow (Night)

  June 14, 2016, 5:00pm EST German yields (10 year futures) went negative today, but importantly didn't close negative.  We've talked…

How To Trade The ‘Short Of A Lifetime’

  June 13, 2016, 5:00pm EST Last week we talked a lot about the German bund yield, the most important market in…