All eyes will be on the Fed during their March FOMC meeting. It remains to be seen what they do next.
With new liquidity about to pour in, it remains to be seen how will it affect equities, risk assets, and more importantly, money markets.
And listen to what Cathie Wood of ARK Investments had to say about TSLA and ride sharing.
Retailers and restaurants normally rely on bumper sales over the Lunar New Year holiday. But the cashier tills are silent.
Who knew high finance was so easy? And why the heck was I working so hard? Fundamental analysis is so 1980s.
It's important to follow the macro trends like growth over value rotation, or reflation vs. deflation trade.
Bond markets are pricing in medium-term economic growth amid monetary and fiscal conditions that they believe to be conducive to igniting inflation.
Households are reining in spending in Asia, which presents a problem for Europe and the U.S.
As prices nudge towards $60/bbl Brent today, where do things stand?
With what's going on, Adam Smith just rolled over in his grave.
The fact is that even if there is some compromise, the next fiscal stimulus package will be closer to $1.9 trillion than $600 billion.
Powell was asked a number of questions about asset bubbles and financial stability risks during his press conference.
Oil is especially interesting as it is deemed the cheapest. Cheap is cheap for a reason.
It's exactly a year since the virus first locked down Hong Kong. What have we learnt since then?
It's easy to get caught up in the inflation trade, but it's also important to know how best to play that.
Plus, a preview of the coming Consumer Electronics Show and quick news hits on Micron and Boeing.
I see both Tuesday and Wednesday on into the end of the week as potentially very volatile for financial markets.
So far, there's no major concern about politics, while wild volatility in Bitcoin suggests traders are still seeking speculative opportunities.
It's time to start a new trading year.
Do you hear what I hear? Check the guy on your left. Check the gal on your right. Check the house across the street. They may need something that you can provide.
Plus, stay nimble as the road just ahead could become a bit more treacherous than many may think.
What the Fed really needs to do is ignore interest-rate tools and focus on their confidence tool.
Demand for homes continues to outpace new listings, which gives a boost to home prices.
Most important come Inauguration Day is the seamless transition of leadership over 'Operation Warp Speed'.
I don't want to overreact to a single month, markets are looking past it, but carefully watch other indicators as well.
Hedge your longs with shorts on companies whose business is quite literally drying up.
It is far more important to find the individual stocks that are working than to be caught up in macroeconomic predictions.
Don't be lulled into thinking that bankruptcies are low. And there's no one there to stem them when the eviction notices slam the country.
OPEC and its members have a bit of a dilemma as each country has its own government spending and deficit considerations.
The fact is that business in whole areas of the economy remain very strong despite what you heard about ZM this morning.