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Collapse In Oil Prices Have Taken The Pressure Off Of The Fed

November 27, 5:00 pm EST Earlier this month, we talked about the big fall in oil prices. If we look…

Fed Signals End Of Rate ‘Normalization’

November 15, 5:00 pm EST One of the spots weighing on the market has been the Fed's persistent increase in…

Oil Decline Will Change The Inflation Picture

November 13, 5:00 pm EST In the past two notes, I've focused on oil.  And that does indeed seem to…

Watch Fed To Signal Pause In Rate Hikes

November 12, 5:00 pm EST Stocks continue to swing around following last weeks midterm elections.  Perhaps it has something to…

Bond Market Is Still Short Of Pricing In Fed’s 200 BPS Of Hikes

October 5, 5:00 pm EST We ended the week with the jobs report today.  The headline payroll number itself is…

Market Rates Are Finally Adjusting To Fed Tightening

October 4, 5:00 pm EST  The move in rates continued to spook markets today.  The 10-year yield traded as high…

The Fed’s Rate Hikes Have Done Nothing To Slow The Economic Momentum

September 26, 5:00 pm EST The Fed moved again today on rates, as the market expected. This is the eighth…

Best Investing Advice: ‘Don’t Fight Trump’

August 24, 5:00 pm EST The best investing advice over much of the past decade has been "don't fight the Fed."  The…

Rates Picture Should Start Heating Up

July 5, 5:00 pm EST I hope everyone had a great Fourth of July yesterday.  Today, the markets continue to…

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…