From Treasuries to Trade: 11 Topics to Watch

Here are my views on topics including interest rate risks, events in Europe that could push European yields higher and the ongoing trade talks between Washington and Beijing.

Remembering to Remember, Yield Curve Joy and Where We Stand: Market Recon

We also take a look at the charts of Costco Wholesale and Viacom to check out potential plays in both stocks.

Will the Fed Have the Guts to Ease Off Now?

The Fed has done what was necessary and now is on hold for the foreseeable future.

Jim Cramer: It's More Likely Than Not That We've Got a Pangloss Thing Going

You can't have the best of all possible worlds, or at least you can't have it for long.

U.S. Treasury Yield Curve, Oil Market Valuations, Trading Adobe: Market Recon

OPEC forecasts declining demand for OPEC oil, not a decline in global demand. That distinction is key.

Strong Jobs Report Is Likely an Outlier, Not Sign of a New Trend

Be careful drawing too strong of a conclusion from these numbers.

Fed Rate Cut: What the Central Bank Is Saying and What to Expect From Here

It makes a lot of sense for the Fed to wean the market off its reliance on explicit forward guidance, but it won't be easy.

Yields Are Going Higher: What to Sell and What to Buy

Why I'm very bearish on the long end of the yield curve and how to play it.

China, Brexit, Rate Cuts and Bonds: What to Know and How to Play It All

There are a number of important questions stemming from this series of events.

Keeping the Banks in Line

The banks may tease, but they just keep tagging the downtrend line and heading back down; also, Tuesday's rally keeps the indicators mixed.