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rates

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…

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…

The Bank Of Japan Will Rock The Interest Rate Market, Maybe Tonight

January 22, 7:00 pm EST We talked last week about the prospects of a government shutdown and the little-to-no impact…

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).…

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…

Will The ECB Set Off Taper Tantrum 2.0?

  October 23, 2017, 4:00 pm EST We talked yesterday about the move in interest rates. We have the collision of…

Oil Market At The Tipping Point

  October 10, 2017, 3:00 pm EST Crude oil was the biggest mover of the day across global markets, up almost…

Kashkari Should Top Trump’s List For Fed Chair

  October 4, 2017, 4:00 pm EST The media is giving more attention today to the potential change in power at…

Fed Should Be Hawkish Tomorrow

  September 19, 2017, 6:00 pm EST              Invest Alongside Billionaires For $297/Qtr With a Fed decision queued up for tomorrow, let's take a…