Trade data out of China should have signaled that they must come to the table, but instead we are fed invincibility.
Increased skepticism was the perfect setup for a better-than-expected jobs report to end the week.
After some choppiness earlier in the year, the employment picture has settled into a very strong place.
The academic argument for the Fed to cut rates based on recent data is nonexistent.
For the major indices, Wednesday offered up a dangerous bearish reversal.
What matters to me is that if people really are disappointed that Powell didn't' cave to the president and they sold futures than they are truly living in a parallel and stupid universe.
What happened with the Fed Wednesday and how to position for what comes next.
There couldn't be two worst analogues to what we have going on this year than those two data points.
What I expect from the Fed this week and how the markets will likely react.
We also dissect the S&P 500's record run, check out China's latest economic data and take a skeptical glance at an idea floated by a couple Fed officials.