Ahead of the spring planting season, the sentiment is irrationally lopsided.
The minutes certainly read like the Fed is more worried about the economy than just what the data suggests.
Look for unsustainably exuberant levels for the S&P 500 in the coming weeks before optimism, and prices, peak.
Doctor Copper is still a harbinger of global economic health -- keep a close eye on copper prices as the trade war marches on.
With Vale's Brucutu mine offline, the three remaining miners are churning more cash, making them attractive investments.
The data is increasingly suggesting a pause/retracement of January's gains. Get ready for it.
Rate increases are off the table for now, balance sheet normalization is on hold, and potentially the groundwork is laid for the next round of quantitative easing.
There is strong precedent for aggressive rate cuts once the Fed gets started.
Dabbling in the futures markets shouldn't be off limits for those with a certain amount of sophistication and financial means.
We investors have the task of sifting through the 'Umwelt' -- the worldview perceived and forecasted by the various organisms that live in our trading world ecosystem.
Until there is a clear outcome on the trade front, choose your investments wisely -- the market can very easily go back to retest lows.
The wildcard on today's employment data will be if the sudden slowing of growth in manufacturing employment is emblematic of a broader problem.
Without a take and hold of the 2570 level, this rally is all just a trading exercise.
Those who are waiting for a holiday bounce in the markets should stay patient and wait for strength.
The Fed now appears to me, to be if not in the 'policy error' zone than very close to it. Perhaps the Treasury Secretary sees this as well.
But there is a lot of oil in the market, so if the market does undergo a recession or a slowdown, oil prices can, and will, trade lower.
Buoying RMPIA during the first half of December were shares of Broadcom, Facebook and PayPal.
Here's the context you need to be a little more clear-headed and a little less scared than you are.
Treasury bears have been bold and vocal, but sentiment should change to catch up with stocks and commodities.
As weak PMI data came out, Chinese President Xi Jinping promised cuts to import tariffs, but any major news on a trade deal will wait until after the elections.
A flush of FX outflows threatens a breach of the 7 level vs. the dollar, and commodities will likely follow suit.
The biggest risk right now is the yuan level versus the dollar.
And the market is vacillating between macro headwinds following economic slowdown and robust company earnings.
The market is giving no clue as to which way it is headed, so stick to fundamentals.
Data has been decent, but is showing signs of softness as the demand collapse in the rest of the world feeds into U.S. data.
Prior chart patterns don't always repeat themselves, but they are worth watching for when they do.
At times of indiscriminate selling, it pays to be cerebral.
The Chinese central bank is moving to boost asset prices and offset trade war and slowdown fears.
Rather than a squeeze on aluminum, this is about how warehousing companies are managing inventory based on spreads, physical premiums and carry.
As the market plays wait and see, the Chinese infrastructure boost is kicking in, making copper a good bet.