As the whole world expected, the Fed raised its benchmark rate by .25% today and signaled that there’s another coming in December and 3

Every now and again, when I feel it would be instructive (or at least interesting) for readers, I’ll share a market log entry on

In a blog post last Thursday I quoted the following from a Bloomberg Economics article: “China is planning to cut the average tariff rates

Stock market seasonality is never an investment theme, and it can be a most difficult thing to trade. With that out of the way,

Are you wondering why, amid our constant warnings of rough patches and ultimate trade war casualties, we remain relatively sanguine, and, thus, growthy in

Bloomberg’s Economics Team shares our view that it may indeed be a notable rough patch for stocks that ultimately brings the trade war to

In our September 10 message we said to “expect a rough patch”. Here was our reasoning: We should absolutely expect a rough patch, in the

If we’re right, and a “rough patch” is on the near-term horizon (what an easy “prediction” to make! I mean, there’s never not a

The Conference Board’s Index of Leading Economic Indicators is featured in our PWA [Macro] Index. Bloomberg explains why: “Trying to figure out when the

The following speaks to possibly two things: One being tactical, the other being simply good economics: The news: “China is planning to cut the