What the latest numbers mean for the Fed, interest rates and bonds.
It's the intertwining of Trump's fortunes with the stock market that allows investors to overlook all sorts of concerns that would normally have been paramount.
It's no secret that the Fed would like to get out of the short-term repo business.
The coronavirus outbreak from Wuhan has hit Hong Kong stocks hard as they resume trade. We won't know the impact on mainland listings until next week at the earliest.
After all, it is nearly impossible to find a positive analyst on natural gas or oil.
There is no period in history where job growth slowed to a crawl and the economy didn't fall into recession.
Almost 200 companies are slated to report quarterly results, including 43 S&P 500 constituents.
Surprises in the political arena and in corporate profitability are my most important deviations from the consensus.
A crucial question going forward is what will trend employment growth be?
The Committee members seem to be cautiously optimistic, and this fits well with their decision to keep rates on hold.