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stocks

A Big Infrastructure Spend Could Finally Give Us A Big Post-Recession Boom

. February 6, 5:00 pm EST Trump's State of the Union address last night telegraphed the next priority in his economic…

Times Are Changing For The Tech Giants

February 5, 5:00 pm EST We've now heard from about half of the S&P 500 companies on Q4 earnings.  And about…

Japanese Stocks Primed For A Catch Up To U.S. Stocks

February 4, 5:00 pm EST U.S. stocks are being valued right at the long-term P/E, just under 16x forward earnings.  And…

Jobs Strong, Inflation Soft Is The Sweet Spot For The Fed

February 1, 5:00 pm EST We had a big rebound for global markets (and economic sentiment) in January.  Today we…

Fed On Hold Drives Green Across The Screen For January

January 31, 5:00 pm EST With the Fed officially on hold, asset prices continue to lift-off.  But with U.S./China talks…

Big Trendline Break In Stocks

January 30, 5:00 pm EST Remember, over the past three weeks, the major central banks in the world (the Fed,…

A China Deal Would Unleash A Huge Commodity Bull Cycle

January 25, 5:00 pm EST We end the week with a weaker dollar, stronger commodities and recovering stocks.  I suspect…

The Yuan Is Giving Signals On China Concessions

January 11, 5:00 pm EST Trade talks with China came and went again this week without any notable progress, at least…

Fed Continues To Dial Down Expectations

January 10, 5:00 pm EST The coordinated response to market turmoil continues to reverse the tide of what was becoming…

Key Charts

January 9, 5:00 pm EST We discussed yesterday how markets might look by the end of the year, if the pontifications…