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Why It’s The Perfect Time To Buy Stocks

  December 9, 2016, 9:00pm EST We've talked a lot about the set ups for big moves in Japanese and German stocks,…

Fed Will Let The Economy Run Hot

  December 5, 2016, 4:00pm EST On Friday, we looked at five key charts that showed the technical breakout in…

The Jobs Report And Fed Watching Less Important For This Reason

  December 1, 2016, 4:00pm EST Tomorrow we get the last jobs report of the year.  And unlike the other…

OPEC’s Move Was To Stop The Economic Time Bomb

  November 30, 2016, 3:25pm EST Over the past year we’ve talked a lot about the oil price bust and…

When Bernanke Speaks You Should Listen

  November 29, 2016, 5:15pm EST   Yesterday I talked about how an OPEC cut on oil production would/should accelerate…

An OPEC Cut Will Accelerate Rate Hikes

  November 28, 2016, 4:45pm EST With Thanksgiving behind us, we a few key events ahead for markets before we…

Will OPEC Surprise Markets With Another Thanksgiving Day Announcement?

  November 22, 2016, 7:30pm EST Stocks continue to new highs today.  But with the holiday approaching, the big focus…

Japan Has Just Gone Unlimited QE

  November 18, 2016, 4:30pm EST In my November 2 note (here), I talked about three big changes this year…

Central Banks Should Be Hawkish This Week

  October 31, 2016, 4:15pm EST As we discussed on Friday, the dominant theme last week was the big run-up…

Let’s Hope A Move In Rates Isn’t Messy

  October 27, 2016, 3:15pm EST Last week we talked about the set up for a move in global bond…