The academic argument for the Fed to cut rates based on recent data is nonexistent.
What happened with the Fed Wednesday and how to position for what comes next.
What I expect from the Fed this week and how the markets will likely react.
We also dissect the S&P 500's record run, check out China's latest economic data and take a skeptical glance at an idea floated by a couple Fed officials.
How all this, plus things like the housing market's New Home Sales, are helping support the market.
The 10-year and 2-year Treasury yield curve is on the verge of hitting a four-month high and no one seems to care, nor do they that the dollar is rising. Blame it on complacency.
Here's what we could hear and how it would impact the debt and equity markets.
Why I believe it's time to take profits and reduce risk.
TIPS just don't have the volatility to produce a big payoff, either in the breakeven or the resulting price action.
My 'Hopium/Doomium' model has stood the test of time.