Don't Believe Trump's Claims on China Trade Deal Breakdown
Trump may say China broke the deal, but here is a deeper dive into what happened -- and what the outcome is likely to be for the markets.
'Buy The Dip' May Be Losing Its Power
Keep an eye on FX markets. If the yuan drops and dollar rises, commodities and cyclical growth stocks will get hit.
The Easy Money in Stocks Has Already Been Made: Expect Volatility Now
The risk of being 'long and wrong' is now elevated while the upside profit potential is likely minimal.
The Fed Is Not as Dovish, but the Market Is at All-Time Highs
If the market and economic data continues this way, logically the next step would be for a rate increase, not decrease -- regardless of what Trump may be demanding.
Everyone Is Short the Grain Market, but Should They Continue to Be?
At some point, the grain markets will probably need to catch up with the stock market's enthusiasm over a pending trade deal.
Soybeans, Oil and Other Indicators Say a Trade Deal Isn't a Done Deal
Something is amiss, as macro asset classes are pricing a slower-growth, risk-averse environment ahead.
It Was All About the Stimulus, Not Fundamentals
China's massive spending spree evident in the first quarter is in the past now. Here is what it means.
What Oil Shortage? Just a Case of Supply Being Redistributed
Saudi Arabia is primed to pick up the slack in the oil markets with the impending loss of Iranian crude as the Trump Administration ratchets up the pressure on Tehran.
Natural Gas Is Trading Counter-Seasonal, but It Probably Won't Last
This year we are seeing natural gas prices slump despite seasonal support.
Citigroup's Mixed Results Prompt Muddled Reaction in Its Shares
Citigroup investors may need more information before calling the earnings beat a buying opportunity.