While the market gave back some on the news highlighted below this morning, make no mistake, if Mr. Qaurles is correct in his assessment,

Chinese stocks screamed higher last night on news that trade talks with the U.S. were constructive, as China pledged greater than previously-proposed measures related

The market is basically directionless at the moment, with the S&P trading within a range from 2780 to 2820. Brexit negotiations continue to weigh

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

Equity futures are pointing to a strong open this morning. To the extent that the yield curve inversion drove stocks lower on Friday, it

Bloomberg’s Andrew Mayeda shares my view of the extreme political risk in not coming to workable terms with China, and speaks to the market

Last Friday’s blog post was subtitled “We Need A Selloff Right Here”. My premise was that a strong stock market at this juncture was

Our updated narrative on two troubled sectors, financials and industrials: To get the gist of what we were thinking a few weeks ago, here’s

The consensus among financial pundits is that yesterday’s global stock market drubbing was catalyzed by the inversion of the Fed’s favored yield curve signal; the

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