I expect a steep decline in monthly job gains in the months ahead.
Here's my view on the chance of a recession, rate hikes and liquidity.
This is not buying by investors that believe the market has hit a low.
It may be just another bear market rally, but with earnings season and the Fed on deck, volatility should jump.
Also, watch the Treasury yield curve this week. Yes, the curve remains horribly mangled.
Two are household names, and the entire trio could see their results dinged by a greenback that continues to rise against foreign currencies.
JPMorgan Chase turns in disappointing results and makes cautious comments, which reflects the economic mess on the market's hands.
Why would anyone invest for less reward over 30 years versus one year at a lower rate?
Odds that the Fed will hike rates 1% at its next meeting went from 2% on Tuesday to 75% Wednesday afternoon.
A more hawkish central bank could make for a rougher recession as costs increase and real wages don't; also, I've got two stocks on my screen.