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economy

Shorting The German Bond Market May Be The Most Lucrative Trade Of The Year

January 11, 4:00 pm EST Yesterday we talked about the move underway in interest rates.  And we talked about the media's…

Break Of Nearly 40-Year Downtrend In Rates Was Cemented On Election Night

January 10, 4:00 pm EST We talked yesterday about the move underway in market interest rates. Today the yield on…

Oil Projecting $80, Rates Will Follow

January 9, 4:00 pm EST Interest rates are on the move today. So is oil. And the latter has a…

Retail Survivors Have Explosive Upside

January 8, 4:00 pm EST Heading into the end of last year, we talked about the regulatory scrutiny starting to…

The Trade Of 2018: Commodities

January 5, 4:00 pm EST We've talked this week about the potential for hotter demand and hotter economic growth for 2018.…

2018 Will Be The Year Of Recovery On Main Street

January 4, 4:40 pm EST We kicked off the New Year continuing to discuss the theme of a hot stock market…

Big Year Ahead For Stocks And The Economy

January 4, 4:30 pm EST Global markets have started the year behaving very well, supporting my view that we're in…

The Year Of The Return Of ‘Animal Spirits’

January 4, 4:00 pm EST We are off to what will be a very exciting year for markets and the…

How Wall Street Got It So Wrong On Stocks Last Year

January 1, 4:00 pm EST Remember, this time last year, the biggest Wall Street investment banks told us stocks would…

News Flash: We Are In The Early Stages Of An Economic Boom

December 28, 12:00 pm EST Last year this time, as we ended 2016, and looked ahead to 2017, it was…