Energy Market Volatility Bled Into Stocks: Are Treasuries and Gold Next?
Treasury bears have been bold and vocal, but sentiment should change to catch up with stocks and commodities.
Here's Why OPEC Production Cuts Would Be Premature
One reason: No one knows as yet what the impact of Iranian sanctions will be.
Oil Is in a Holding Pattern, Never Mind Iran Sanctions
Geopolitical and macro concerns are negative for oil price at a time when demand is coming off and supply is picking up.
Jinping Cuts Chinese Import Tariffs, But All Eyes Are on Mid-Terms
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.
If the Yuan Breaks This Key Level, We Could See a Wave of Redemptions
A flush of FX outflows threatens a breach of the 7 level vs. the dollar, and commodities will likely follow suit.
What Do Equities Know That FX and Commodities Do Not?
The biggest risk right now is the yuan level versus the dollar.
We May Not Be in a Bear Market...Yet: Market Recon
But here are the signs to watch, and how to protect yourself.
Can You Trust the Q3 Data From China?
The market is giving no clue as to which way it is headed, so stick to fundamentals.
Why These Countries Are Dumping U.S. Treasuries and What It Means for the Dollar
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.
Stock Pickers Soon Should Find Values Amid Fear-Stoked Wreckage
Big-picture concerns are intensifying selling pressure, which favors bargain hunters in search of individual stocks.