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trump

Expect Trump Trade Rhetoric Into Fed Meeting

June 11,  5:00 pm EST Yesterday we talked about the surgical manipulation Trump is (seemingly) attempting to perform, to force the Fed's…

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…

Low Yields Are Overstating Risks In The Global Economy

May 29, 5:00 pm EST We've talked about the signal the interest rate market is giving: with rates at these…

Stocks, A Buy On This Dip

May 14, 5:00 pm EST Yesterday we looked at the big technical support level for the Dow -- the 200-day…

Big 200-Day Moving Average In Stocks … A Buy, Not A Sell

May 13, 5:00 pm EST As we discussed last week, the Chinese government will use the yuan to counterpunch tariffs.…

Why Bitcoin Has Been All About Chinese Capital Flight

May 9, 5:00 pm EST Yesterday we talked about the tool China will use to offset tariffs, if a deal…

What China Has To Lose On A ‘No Deal’

May 7, 5:00 pm EST As we get closer to the hard deadline on a U.S./China trade deal, markets are…

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…

Why A Fed Rate Cut Would Steepen The Yield Curve

April 30, 5:00 pm EST As we head into a Fed decision tomorrow, we've talked about the prospects of a…