Interest Rates
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.
A Perfect 'Sell the News' Setup But It Shouldn't Last For Long
This is a market that is tired of the China trade issue and is looking to move on.
Bill Dudley's Take on the National Debt Is Disturbing
The former president of the New York Fed acknowledges that the nation's debt is a big issue but says he doesn't know when it may come to a head.
All Signs Point to Falling Rates as Downturn Looms
Here's my take on the Federal Reserve's expanded balance sheet, the Labor Department's jobs survey, and Fed's September meeting minutes.
September Jobs Report: Has the Rot Already Set In?
Let's face it, the numbers aren't great and the trend is bad.
What's Really Going on in the Repo Market
Last week's repo spike is just the most spectacular example of a long simmering problem.
4 Stock Price Targets Updated, Necessary Diversification, Fixing the Yield Curve
The lack of accurate predictability across all of these metrics is why a certain level of diversification is always necessary.
As Usual, Equities Are the Last Ones to Get What Is Really Happening
Like central bankers, the equity markets seem oblivious to weakening global economic conditions that indicate a recession already is here.
What Is It Going to Take to Budge This Market?
What has been most notable about the market is the lack of movement despite several high-profile news events.
Powell and the Fed: Send in the Clowns
The Fed Chair's statement is such a mass of self-contradiction and obfuscation that it is no wonder his colleagues are deserting him.