X

economy

This Market Decline Is A Gift To Get Involved

November 1, 5:00 pm EST We talked about the potential bottom in stocks on Monday, based on this big trendline…

Don’t Make This Mistake

October 31, 5:00 pm EST As we discussed yesterday, it's very dangerous to let political views influence your perspective on markets and investing. And…

Re-Pricing Of The Tech Giants, Continued …

October 26, 5:00 pm EST  With this morning's third quarter GDP number, the economy is officially growing at the fastest pace…

How Low Can It Go? Watch This Big Trendline

October 25, 5:00 pm EST Yesterday we looked at this big trendline support in stocks (the yellow line).   We…

Time To Watch China’s Currency Closely

October 8, 5:00 pm EST China was on holiday last week (Golden Week).  So today, with China back to work, we…

Bond Market Is Still Short Of Pricing In Fed’s 200 BPS Of Hikes

October 5, 5:00 pm EST We ended the week with the jobs report today.  The headline payroll number itself is…

Market Rates Are Finally Adjusting To Fed Tightening

October 4, 5:00 pm EST  The move in rates continued to spook markets today.  The 10-year yield traded as high…

China’s Leverage On Trump Tariffs

October 3, 5:00 pm EST China remains the hold-out on making a deal with Trump on trade.  And itlooks likely that they…

Why Italy’s Face-Off With The EU Matters

October 2, 5:00 pm EST Italy's face-off with the EU is ramping up, following their announcement last week of plans to increase their deficit…

Next On The Trump Economic Agenda: Infrastructure

October 1, 5:00 pm EST Given the global nature of business within the Dow constituents, the DJIA has been the place…