Fed Steps Up to the Plate, Paris Air Show, Trading Airbus: Market Recon
My thesis all along has been that an attempt to normalize the yield curve must be made, therefore I would choose to be proactive.
Market and Trump Forcing Powell to Make a Decision
The Fed needs the justification from the data to be able to cut -- it does not have that green light yet.
Jim Cramer: The Fed Has an Easy Call This Week
Right now, the Fed has to be worried about how much inflation the next round of tariffs is going to cause versus how much the tariffs will hurt our growth.
Oil Keeps Slipping, a Broadcom Broadside and a Disney Thumbs Up: Market Recon
Jamie Dimon also expresses concern about the impact of China tariffs and a fresh GDP estimate is at hand.
A Slice of Tyson Could Serve Well if Tariffs Lifted
As African swine flu cuts pork supply in China, Tyson could be a counter-intuitive winner amidst Chinese pork shortages.
Old Mo, Tariffs Weaponry, a Need for Easing and AMD Revives: Market Recon
President Trump uses economic leverage instead of infantry divisions to defend U.S. interests, and Advanced Micro Devices regains lost ground.
Constant Drumbeat of Recession Speculation Could Be Self-Fulfilling
There is a deep psychological element to consider that may be most important when considering the health of the economy.
I'm Selling Raytheon, Labor Market, Trading Risks: Market Recon
Our brewing Cold War over regional and global spheres of influence with China, has forced some merger activity across the aerospace and defense industry.
A Perfect Storm of Dovishness
Here's what happened to produce the best week of the year for the stock market.
U.S. Economy: Even in June, Winter Is Coming
Shorting individual stocks is going to be a very lucrative summer trade.