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Commodities Quietly Breaking Out

May 21, 5:00 pm EST Last week, rising market interest rates in the U.S. were becoming a concern.  But as…

EM Currency Weakness May Force Convergence On Global Monetary Policy, Sooner Rather Than Later

May 16, 5:00 pm EST We’ve talked about the stock market’s discomfort with the 3% mark in rates. People have…

Higher Yields Are Telling The Story Of Higher, Hotter Growth

May 15, 3:00 pm EST The move in the 10-year yield was the story of the day today.  Yields broke back…

Has The All-Clear Signal Been Given For Stocks?

May 6, 3:00 pm EST At the end of last week, I said "it looks like the all-clear signal has been given…

Trump Is Getting What He Wanted With Powell

February 27, 4:00 pm EST As we discussed yesterday, the minutes from the most recent Fed meeting (which was still under…

This Central Bank Will Trigger A Spike In U.S. Interest Rates

December 19, 4:00 pm EST Remember, the Fed met last week and hiked rates for the third time this year,…

Fed Meeting Less Important Than Next Week’s Meeting In Japan

December 2, 2017, 4:00 pm EST We have big central bank meetings this week.  Let’s talk about why it matters (or maybe doesn’t).…

New Fed Chief Powell Needs To Let The Economy Run Hot

  November 2, 2017, 4:00pm EST Over the past two weeks we’ve talked about the two big central bank events. The first…

Oil At $55 Should Get Interest Rates Moving

  November 1, 2017, 4:00pm EST The Fed decision today was a snoozer, as expected. The market continues to think…

Why Fiscal Stimulus Will End The Low Inflation Era

October 31, 2017, 4:00pm EST Let’s take a look today at what fiscal stimulus might do to inflation. The central…