As Usual, Equities Are the Last Ones to Get What Is Really Happening

Like central bankers, the equity markets seem oblivious to weakening global economic conditions that indicate a recession already is here.

Powell and the Fed: Send in the Clowns

The Fed Chair's statement is such a mass of self-contradiction and obfuscation that it is no wonder his colleagues are deserting him.

Fed Rate Cut and Repo Intervention: What It Means for the Markets and Trading

The Fed as a group isn't completely sold on another cut yet.

Not Long Bonds Yet? Here's Why There's Still a Good Opportunity

I'm playing for the move down to 1% or 0.50% and earning yield while I wait.

OK Job Growth Isn't OK

If employment is weakening, it would be a very ominous sign that a recession is getting closer.

6 Reasons Why You Shouldn't Buy Treasuries Now

Bonds got ahead of themselves and there were number of factors at work.

AIG Is Likely to Trend Lower With Interest Rates

Insurance companies should be sensitive to the direction of interest rates.

Stunning Treasury Rally Is Likely in Its Final Stage

There are two big reasons why the odds of Treasuries moving higher from here are dismal.

Dudley Didn't Do Right

Following ex-Fed board member's advice would actually give President Trump reasonable cause to fire Powell and politicize the bank even more.

Jim Cramer: Playing This Silly Inversion Game Makes Me Sick

There is no real connection to the economy right now because of globalization.