Recent Articles By The Author

Jobs Report Pushes Aside Recession Fears, for Now

After the 266,000 payroll number on Friday, here's my analysis and how to prepare for the months ahead.

Will the Industrial Slowdown Spread?

With a mini-recession in the sector, all eyes are on Friday's jobs numbers, and the big question now is whether this will play out like 2015 to 2016, or worse.

Fed Gov. Brainard Gives Clues to Slowdown Strategy

Influential Federal Reserve Governor Lael Brainard spoke this week about how the Fed might combat a recession -- investors should listen up.

Fed Minutes Offer Clues on Possibility of Dec. Rate Cut

It appears that an overwhelming amount of bad news would be needed for the Fed to cut in December, but 2020 is a different story.

We're Seeing Something Strange in the Credit Markets Right Now

BB- and B-rated bonds have performed well lately, but CCC-rated bonds are a different story -- this divergence hasn't happened in nearly two decades and it gives clues about what to expect for 2020.

Why a Walgreens Buyout Could Stink for Corporate Bond Investors

Reports of two potentially major buyouts show the risks of late-cycle corporate bond investing.

Strong Jobs Report Is Likely an Outlier, Not Sign of a New Trend

Be careful drawing too strong of a conclusion from these numbers.

Fed Rate Cut: What the Central Bank Is Saying and What to Expect From Here

It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.

When Earnings Are About 'Uncertainty' It's a Major Problem

I do think those watching for where we are in the cycle should be paying close attention this earnings season.

China, Brexit, Rate Cuts and Bonds: What to Know and How to Play It All

There are a number of important questions stemming from this series of events.

Email sent

Thank you, your email to has been sent successfully.

Oops!

We're sorry. There was a problem trying to send your email to .
Please contact customer support to let us know.

Please Join or Log In to Email Our Authors.

Email Real Money's Wall Street Pros for further analysis and insight