X

economy

Big Bull Market In Commodities Is In The Early Stages

June 18, 5:00 pm EST For much of last summer, we talked about the building bull market in commodities. The…

Pro-Growth Policies Are Just Beginning To Show Up In The Data

June 13, 5:00 pm EST Watching the media and expert community digest the Fed decision is always interesting. They are…

Economy, Part 3, Positive Surprises Are Coming

June 7, 5:00 pm EST We've talked about the set up for positive surprises in the data.  We've looked at…

Economy, Part 2: Positive Surprises Are Coming

June 6, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…

Economy, Part 1: Positive Surprises Are Coming

June 5, 5:00 pm EST We've talked the past couple of days about economic growth and the likelihood that we're…

Trumponomics Still In Early Stages Of Working Through The Economy

June 4, 5:00 pm EST On Friday, we talked about the building momentum in the economy. We've already had huge…

Stock Market Pro Perspectives: Ignore The Geopolitical Noise

May 24, 5:00 pm EST We have a lot of geopolitical noise surrounding markets. Let's step through them: 1) Yesterday,…

Here’s Why Concessions From China On Trade Are Big Wins

May 23, 5:00 pm EST There has been a lot of attention over the past couple of days on China…

Big Reversal Pattern In Yields May Predict Calm Returning To Rates Markets

May 18, 5:00 pm EST We've talked this week about the pressure that rising U.S. market interest rates are putting…

Gold and Yields Telling Two Different Stories, Which One Is Right?

May 17, 5:00 pm EST We talked yesterday about the building pressure in emerging markets, driven by weakening currencies and…