Stocks bounced around on the Fed minutes, but the China trade issue is keeping a bid under the action.
The minutes certainly read like the Fed is more worried about the economy than just what the data suggests.
I believe a call or call spread strategy that defines risk is the optimal approach here.
Walmart's strong sales are sparking skeptical responses to government statistics.
A shortened week still brings key economic numbers and earnings results.
Price action and fundamental conditions show the limits on how high rates can rise.
This action is more about cash flow and structural reasons.
A shift in the way the central bank manages its balance sheet is dangerous.
Nvidia and Coca-Cola are just two names set to report. Here's what to key in on.
All signposts lead me to conclude that a stock market topping process is still very much in play.
How do we invest for a probable slowdown but perhaps a mild one?
Buckle up after Super Sunday.
The worst December in a very long time led to the best January since 1987.
For those fearing a recession was developing, it doesn't seem to be the case.
The real takeaway for AMZN for me, and the main reason that I am even in the name on a semi-permanent basis, is AWS.
The departure of the company's lead finance executive while the SEC and DOJ are -- presumably -- still investigating the company is a jaw-dropper.
Rate increases are off the table for now, balance sheet normalization is on hold, and potentially the groundwork is laid for the next round of quantitative easing.
The Fed is bending over backward to be dovish.
We tend to be contrarians in the gold market, and we see a looming opportunity for the bears in the coming weeks.
There is nothing in their statement to indicate that more rate hikes will occur soon.
I think we can all agree that there will be no increase made to the Fed Funds Rate today.
I am urging the Fed chair to wait as there will be adjustments and innovations that keep labor costs down.
What we have seen of late from a number of chip producers really might be interpreted as pre-recessionary.
'This is not the beginning of the end, but it may be the end of the beginning.'
The marketplace will react to this week's China, U.S. trade talks in a huge way.
It's going to be one hectic week.
The Chinese are coming to this table and while we might be miles away from an agreement, that is just one more concern for what could turn out to be a teetering Chinese economy.
The Commerce Secretary knows as well as anyone the sensitivity of the shipping sector to global trade flows.
This action looks like the inverse of what happened in December.
It's centered around a few themed negatives, all forcing their own various uncertainties into free market price discovery.