The former Fed Chair stole the show last week. Here's what it all means going forward.
Yellen will likely oversee a massive increase in government debt. How much is too much?
My trading strategy? Figure out who is the favorite and calculate the 'line.' Here's how that works out today.
And don't forget to check your local banks.
Let's consider a few more compelling arguments for higher Treasuries, and lower yields, in the coming months.
We are going to live again. You will dance in the aisle at some concert whose performer I have never heard of, and you will cheer for your favorite team in person again.
Here's my take on how to approach the stretched valuations in the credit market -- and how the action might be relevant to stocks.
If all goes well, JNJ could be able to immunize a billion individuals this year just by themselves.
Perhaps after that, the market will be open to move more freely... the real move.
What you have seen over several weeks is a market reacting to improved prospects for increased fiscal support reliant upon deficit spending.
Additional help now appears as a certainty and so does a beefed up effort on tackling the pandemic. Here are my takeaways.
The Federal Open Market Committee's next meeting is still three weeks away, but its next moves will be watched carefully by all asset classes.
Plus, a preview of the coming Consumer Electronics Show and quick news hits on Micron and Boeing.
I had thought markets were smitten with the idea of gridlock. Now, they seem laser focused on looser fiscal policy as a catalyst.
Let's check the odds of getting $2,000 stimulus checks in the mail, how much to expect rates to rise, and whether we should really expect to see 'Modern Monetary Theory' in play.
From Amazon to Zoom, here are my prognostications and best ideas for the new year.
Do you hear what I hear? Check the guy on your left. Check the gal on your right. Check the house across the street. They may need something that you can provide.
Why is Powell talking such a big game but doing so little?
The Russell 2000 is now up 7% for December, twice the increase for the Nasdaq Composite.
Here's why I see leveraged-loans as the way to go, and the exchange-traded funds I've got my eyes on.
Some psychology data have turned very cautionary.
What the Fed really needs to do is ignore interest-rate tools and focus on their confidence tool.
At some point, there will be a fiscal support package passed -- but only when both sides think they can take the credit.
Yields waved higher on Tuesday on manufacturing survey data and stimulus headlines, but we've been here before. Here's my take on the move.
Many American workers need help -- and they need it now. Will Pelosi, Mnuchin and lawmakers give them a hand so they can make it across the Covid finish line?
The strong rally in equities in November has been welcome, but there are abundant reasons to be cautious going forward.
Big headlines dropped this past week, including that funding for several emergency lending programs would not be renewed. Here, I'll sort it all out.
A lot has happened over the past couple weeks, but little has changed. Let's dig in.
Given the leverage inherent in its structure, UBT can be used offensively as well as defensively.
Here's my case why there's little reason rates should fall -- and why they might go higher.