In addition to an analyst’s upgrade of U.S. chip makers, the chatter this morning is that the trade war is suddenly taking a positive

Pay special attention to the areas I highlighted (with special emphasis on the Fed) and watch the 1-minute video clip at the end (I

While the term “perfect storm” sounds so ominous, it is indeed what comes to mind as I consider this week’s economic data, the virtual

Like I’ve been saying, my read of the mood in China the past few weeks is that it has shifted markedly: “China suddenly added

Today’s menu of headlines was a perfect test of the prevailing two market-moving factors; the Fed and the trade war. My latest read of

Jefferies’ global equity strategist Sean Darby echoes the points we’ve been pounding home herein: “While a 25-basis point reduction by the Fed has been

The next few weeks will be hugely telling in terms of second half prospects. While it might seem an exaggeration to describe global business

Per my yesterday blog post “Careful What You Wish For”, Macro strategist Cameron Crise and I are on the same page: “While much of

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

Well, as some might say is a good thing, U.S. purchases of Chinese goods plunged 7.8% (year-over-year) in June. However, Chinese purchases of U.S.