Recent Articles By The Author

All Signs Point to Falling Rates as Downturn Looms

Here's my take on the Federal Reserve's expanded balance sheet, the Labor Department's jobs survey, and Fed's September meeting minutes.

September Jobs Report: Has the Rot Already Set In?

Let's face it, the numbers aren't great and the trend is bad.

No False Positive: The Global Economy Is Slowing

Thoughts on the ISM, trade, Friday's key job report and how to play it all.

What's Really Going on in the Repo Market

Last week's repo spike is just the most spectacular example of a long simmering problem.

Fed Rate Cut and Repo Intervention: What It Means for the Markets and Trading

The Fed as a group isn't completely sold on another cut yet.

Not Long Bonds Yet? Here's Why There's Still a Good Opportunity

I'm playing for the move down to 1% or 0.50% and earning yield while I wait.

OK Job Growth Isn't OK

If employment is weakening, it would be a very ominous sign that a recession is getting closer.

That ISM Manufacturing Report? It's Worse Than You Thought

Even if we don't fall into a recession, a tough slowdown is likely -- here's a look at what we can expect to happen.

Dudley Didn't Do Right

Following ex-Fed board member's advice would actually give President Trump reasonable cause to fire Powell and politicize the bank even more.

The Biggest Takeaway From Powell's Speech and What It Means for the Fed

Literally at the same time Powell was speaking, trade tensions were ramping up.

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