Among the encouraging signs: Applications for home loans recently hit a nine-year peak and new home sales in March posted a 16-month high.
Bitcoin, the most famous of all crypto-currencies, has enjoyed something of a rebound of late.
Here's what we could hear and how it would impact the debt and equity markets.
Smaller banks such as Valley are staring down some headwinds.
China's massive spending spree evident in the first quarter is in the past now. Here is what it means.
We are getting wholesale differences in the interpretation of the future trajectory of domestic economic growth.
With a friendly Fed, a tight labor market and data like March retail sales, the chances for upside surprises are good.
TIPS just don't have the volatility to produce a big payoff, either in the breakeven or the resulting price action.
What I see from 10,000 feet above... in the age of suddenly profitable fuel as cargo, are the railroads.
It is going to be fast, it is going to be furious during a shortened week of trading.
Nations will never abandon the debt super-cycle that they have created unless there is a public loss of faith in fiat.
Investors can reap a nice monthly income stream through STAG Industrial, which owns tens of millions of square feet of warehouses, distribution centers and light manufacturing facilities.
Momentum works in both directions.
The bears were left grumbling this week as stocks rose with good economic news from China and a solid U.S. jobs report.
Brexit is not the only big issue getting kicked down the road lately.
The price action is quite good.
With any China deal, there must be a clear and verifiable method of enforcing compliance.
The economy has slowed from its mid-2018 pace, but it is now stable at this slower pace.
Both U.S. and Chinese economic data is coming in stronger than expected, which will help support this rally.
Portfolio managers care more about Chinese expansion than they do Chinese trade talks.
It seems the bond market has taken a very pessimistic stance on any recovery happening.
With both the Fed and PBC providing cheap capital, the market has a wind at its back.
I am taking profits on energy names on WTI's 32% quarterly gain.
Time to break down the best bet.
Equity markets marked time on Monday, mostly on light volume.
This market needed something to distract it from the inverted yield issue and deteriorating technical conditions, and AAPL is not going to provide it.
The economy, simply put, is the wealth of a country in terms of production and consumption of goods and services.
They are more seasoned than traders of any other asset class.
If the entire inversion was because everyone was horrified by domestic economic data, I'd be extremely concerned, but much of it can be explained by other factors.
You can't stop the rain coming down on this market until you get a host of people to realize there are bargains even if we have a big slowdown.