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economy

Emerging Market Stocks In For A Big Bounce

September 19, 5:00 pm EST Just two weeks ago, the Nasdaq was up 19% on the year, while the "blue-chip"…

Bottom Is In For Chinese Stocks

August 20, 5:00 pm EST As we discussed on Friday, with China coming back to the negotiating table on trade,…

Movement From China On Trade Equals Success

August 17, 5:00 pm EST Back in July, we talked about the significance of the President of the European Commission coming to Washington…

Why China Is Returning To the Negotiating Table On Trade

August 16, 5:00 pm EST On Tuesday, we looked at the similarities between the recent currency collapse in Turkey, and…

The Big Risk In Currency Devaluations Is That It May End In China

August 14, 5:00 pm EST We talked yesterday about the sharp currency devaluation in Turkey over the past few days.…

Escaping The Post-Crisis Growth Rut Is Indisputably Driven By Trumponomics

July 26, 5:00 pm EST Tomorrow we get the second quarter GDP number. We've gone from a consensus view that…

Movement Equals Success On Trade

July 25, 5:00 pm EST Last week Larry Kudlow, the White House Chief Economic Advisor, hinted that Jean-Claude Juncker (head…

China May Be Moving Toward A Big One-Off Currency Devaluation

July 20, 5:00 pm EST We've been watching the Chinese currency very closely, as the Chinese central bank has been…

Everyone Should See This Interview With Steve Bannon

July 19, 5:00 pm EST Yesterday CNBC hosted their Delivering Alpha conference. This conference is primarily an opportunity for investors…

Ignore the media cherry pickers, the economy is doing very well

July 6, 5:00 pm EST The jobs report this morning continued to show an improving economy, operating with the luxury of low inflation.…