Recent Articles By The Author
Chinese President Xi Jinping, not a man given to exaggerate, has referred to the spread of this coronavirus in China as 'a grave situation.'
How does one approach these markets? How does one interpret what they see before them?
Don't get me wrong. This is not a bad name, and the quarter reported is not bad by any means.
The market impact of the virus for U.S. investors has been seen in more pronounced fashion in Treasury markets.
Boeing's new estimate for the FAA's signing off on returning the 737 MAX to commercial skies has been pushed out until summer, June or July? Is that really that bad? Perhaps... this is a positive.
I think we know, just based on the behavior of this Federal Reserve, that all things being equal a more normalized balance sheet is preferable.