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fed

The Fed’s ’60 Minutes’ Strategy

March 11, 5:00 pm EST We ended last week with a 4.4% plunge in Chinese stocks.  What followed, Friday morning…

Jobs Strong, Inflation Soft Is The Sweet Spot For The Fed

February 1, 5:00 pm EST We had a big rebound for global markets (and economic sentiment) in January.  Today we…

Fed On Hold Drives Green Across The Screen For January

January 31, 5:00 pm EST With the Fed officially on hold, asset prices continue to lift-off.  But with U.S./China talks…

Trump’s Sanctions On Venezuela Should Drive Oil Prices Much Higher

January 29, 5:00 pm EST Today let's take a look at the recent moves the U.S. administration has made against…

Central Banks Remind Us Of The Post-Crisis Script: ‘Whatever It Takes’

January 24, 5:00 pm EST With two big central bank meetings behind us this week, and the Fed on deck…

Fed Continues To Dial Down Expectations

January 10, 5:00 pm EST The coordinated response to market turmoil continues to reverse the tide of what was becoming…

Market Decline Is Geopolitical, Not Economic

December 21, 5:00 pm EST As we head into the holidays and the end of the year, let's take a…

Why This Looks Like 1994

December 20, 5:00 pm EST In recent days we've discussed the parallels between this year and 1994.  In '94 the Fed…

Oil Should Give The Fed ‘Pause’

December 18, 5:00 pm EST Stocks hover around the February lows, as we head into tomorrow's big Fed decision. Although…

Will The Fed Respond To Stocks?

December 17, 5:00 pm EST As I said on Friday, stocks clearly have a significant influence on confidence.  And confidence ultimately…