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markets

Market Is UNDER-Estimating Rate Cut Chances For June

May 31, 5:00 pm EST We end the month of May today.  Things were going quite well for markets, with…

Q1 Growth Number Is A Reminder That The Economy Is Good

May 30, 5:00 pm EST The first revision of Q1 GDP came in this morning, in-line with expectations (at 3.1%).  As…

Don’t Forget, BOJ Is Still Stoking Global Markets Through QE

May 15, 5:00 pm EST The bounce for stocks continued today.  But global yields were broadly weak. Why?  Is this…

Trump’s Win-Win Bet

May 6, 5:00 pm EST Late last week, the White House floated the idea that a trade agreement with China could come…

A Rational View Of S&P 3,500+

April 29, 5:00 pm EST We ended last week with a positive surprise for Q1 GDP.  Today, we had more…

Bar Has Been Set Low To Manufacture Positive Surprises … And They Are Rolling In

April 26, 5:00 pm EST The first reading on first quarter U.S. GDP came in this morning at 3.2%-- much better than expected. …

How Microsoft Has Transformed Into A Trillion-Dollar Cloud Company

April 25, 5:00 pm EST Today, Microsoft was the third company to hit the trillion-dollar market cap threshold. Apple was…

Four Beaten Down, Activist-Owned Energy Stocks

April 23, 5:00 pm EST Yesterday we talked about the big recovery in crude oil prices.  That continues today. However,…

More Positive Surprises Hitting In The Economic Data

April 18, 5:00 pm EST Yesterday we talked about the positive surprises in the Chinese data.  This is important because the…

Big Four Banks Had Double-Digit Earnings Growth in Q1

April 16, 5:00 pm EST With Bank of America earnings this morning, we've now heard from the big four banks…