JP Morgan CEO Jamie Dimon, in this morning’s earnings conference call, sang the same tune we’ve been singing herein for months. He essentially reported

Premarket U.S. equity futures are set to open sharply higher this morning on positive bank earnings reports (JPM in particular), on strong loan growth

Jobless claims took another incredible turn lower this week, other now-non-confirming related data (Challenger’s job-cut report, and JOLTs), however, suggest that this record trend

11:15am Fed minutes (from the March meeting) released this morning pretty much confirmed the message of “patience” delivered by Powell’s post-meeting commentary. However, the

Equity futures are pointing to a slightly higher open this morning. Yesterday’s selloff was all about uncertainty over the present state of global general

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

A couple weeks ago I shared our current narrative on the financial sector. Here’s a snippet: “…if I’m right on the overall macro setup,

My entire log entry this evening is too wonky for public consumption, but I do think it’s worth offering up the highlights.  I’m essentially

In light of legitimate fears among the punditry over the state of the economy, today’s employment report was virtually perfect: 196,000 jobs created, 3.8%

4/4/19 Thursday 5:46pm The world is waiting with bated breath for news out of this week’s trade talks. Trump met with China’s lead negotiator