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economy

Central Banks Remind Us Of The Post-Crisis Script: ‘Whatever It Takes’

January 24, 5:00 pm EST With two big central bank meetings behind us this week, and the Fed on deck…

How China Became The Most Dangerous Country In The World

January 22, 5:00 pm EST China reported the slowest growth since 1990 on Monday (+6.4%). This an interesting period to…

Maybe The Real Economic Expansion Is Just Beginning

January 8, 5:00 pm EST The expectations have been dialed down dramatically over the past few months for markets and…

U.S. Steelmakers That Should Win From ‘The Wall’

January 7, 5:00 pm EST The Fed sent a message to markets on Friday that they will pause on rates hikes,…

The Fed Has Just Reinstated The Put For Stocks

January 4, 5:00 pm EST Stocks had a huge bounce today. And it was driven by: 1) the central bank…

Market Decline Is Geopolitical, Not Economic

December 21, 5:00 pm EST As we head into the holidays and the end of the year, let's take a…

Why This Looks Like 1994

December 20, 5:00 pm EST In recent days we've discussed the parallels between this year and 1994.  In '94 the Fed…

Will The Fed Respond To Stocks?

December 17, 5:00 pm EST As I said on Friday, stocks clearly have a significant influence on confidence.  And confidence ultimately…

Stocks Trading On Fear, Not Reality

November 16, 5:00 pm EST Stocks end the week on a strong note. We've talked all week about the catalysts to…

Fed Signals End Of Rate ‘Normalization’

November 15, 5:00 pm EST One of the spots weighing on the market has been the Fed's persistent increase in…