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economy

Friday’s GDP Sets Up For A Positive Surprise

April 23, 6:00 pm EST We're getting into the heart of Q1 earnings now, with about a quarter of the companies…

Every Investor Should See This Chart From The 2014 Stock Market Correction

February 5, 7:00 pm EST We talked last week about the correction underway in stocks. As I said, since 1946,…

Look For Hot Inflation Data To Trigger A Stock Market Correction

January 29, 7:00 pm EST For the first time in a decade, the mood at the World Economic Forum in…

Long Term Bear Cycle For The Dollar Is Fuel For Commodities

January 25, 7:00 pm EST Yesterday we talked about the commodities bull market and the move underway in natural gas.…

The Bank Of Japan Will Rock The Interest Rate Market, Maybe Tonight

January 22, 7:00 pm EST We talked last week about the prospects of a government shutdown and the little-to-no impact…

Is The $19 Trillion Debt Load Really A Threat?

January 22, 11:00 am EST With a government shutdown over the weekend, today I want to revisit my note from…

The Next Big Adjustment Will Be In Rates

January 22, 9:00 am EST Last week we talked about the big adjustment we should expect to come in the…

Anti-Trumpers Are Letting Political Bias Cloud Their Judgement On The Market And Economy

January 17, 4:00 pm EST Yesterday's slide in stocks was all recovered today, despite the continued threat of a government shutdown. …

Will A Government Shutdown Derail Stocks?

January 16, 4:00 pm EST Stocks reversed after a hot opening today.  With a quiet data week ahead, the focus…

Gold Is Telling Us Inflation Is Finally Coming

January 12, 4:00 pm EST Stocks have now opened the year up 4%.  Global interest rates are on the move,…