The bond market is calling the shots for stocks right now.
Why this much-hyped move isn't so special and how to play it to your advantage.
But do think about refinancing your home mortgage.
Let's look at the chances of cuts in September and October, and how to use dollar and yen exchange-traded funds to your advantage.
Markets got hit hard in May when trade talks broke down and the president instituted new tariffs, but things are different now.
While the Fed action was widely expected -- even if the market was hoping for clear signals of future cuts -- here's my read on what this means for markets and how I am thinking about positioning going forward.
The announcement of a rate cut is just a trigger that leads to a series of reverberations, so know how to navigate the volatility afterward.
Will we see no cut, or a 25- or 50-basis-point chop? Here's what is likely to happen.
Look for the market to digest the DOJ antitrust news quickly and focus again on the Fed and earnings.
Beware the old way of thinking about the Fed.
This appears to be one of the most spirited debates within the Fed in several years.
Despite anxiety over a possible slowdown and rate-cut decision at the end of the month, bears don't follow-through on Tuesday as buying picks up.
Not even dip-buying could save Monday as concerns lingered over a looming Fed rate decision following good jobs news and over reports in Chinese press of a lack of trade progress.
Look for Christine Lagarde to turn the ECB into a champion of fiscal stimulus.
It is an odd dynamic right now with the Fed being more important than the actual economy.
Next week I will be shorting stocks. A lot of them. I cannot wait.
Despite stories of possibly higher tariffs on imports, the market sees little reaction.
With lackluster indexes, traders were drawn to wild action in bitcoin.
It could be a few rate cuts would improve business sentiment, but watch out if the Fed needs to keep cutting.
While many traders side with either bears or bulls, remember to embrace the ebb and flow of markets.
Look not to the crystal ball, but at change.
There was some toe-dipping as folks had moved from one side of the fence to fence-sitting, but Thursday's rally probably brought a few more into the pool.
The Fed appeared to hint that a cut could be coming later as it focuses on expansion -- here's what that could mean.
Watch the Russell 2000: It closed at 1550, which is where the 200-day moving average line resides -- if it can get up and over this level, it can improve, but if it slips, those moving average lines become problematic.
The odds that the Fed would cut were already quite low and the news Tuesday of some progress on China trade makes it even more unlikely.
Comments from President Donald Trump and the European Central Bank gave the markets a jolt before Wednesday's Fed meeting.
Short-term chop or pullback appear likely, but there's an indicator worth fretting over: The 50- and 200-day moving average lines of the Russell 2000 are rolling over.
On Tuesday, topping 2900 looked like a climb too high for the S&P, but let's see what the indicators say.
While some profit-taking was overdue, the question now is whether this is simply a refresh pause or a signal that the indices are set to roll over.
Let's check out what happened while I was away.