Coronavirus Data, Chinese Tourism and Supply Chains
During SARS, China was 75% less important to the global economy than it is today.
4 Important Takeaways From the January Jobs Report
What the latest numbers mean for the Fed, interest rates and bonds.
4 Key Takeaways From the Latest Fed Meeting
What the central bank said and hinted about rate cuts, inflation, repo lending and the coronavirus.
Let's Prep Your Portfolio for 2020
From bonds to energy to emerging markets, an examination of what might be hot and what might not.
3 Major Events Will Provide Clarity to the Markets
Here are the mostly likely scenarios and impact on stocks and bonds.
Fed Rate Cut: What the Central Bank Is Saying and What to Expect From Here
It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.
Yields Are Going Higher: What to Sell and What to Buy
Why I'm very bearish on the long end of the yield curve and how to play it.
China, Brexit, Rate Cuts and Bonds: What to Know and How to Play It All
There are a number of important questions stemming from this series of events.
A Treacherous Market to Trade
Markets are at risk of ongoing balance sheet and risk reduction, where both stocks and bonds do poorly.
September Jobs Report: Has the Rot Already Set In?
Let's face it, the numbers aren't great and the trend is bad.