In this 48-second clip macro strategist Mark Cudmore echoes precisely the discussions we’ve been having for weeks in client review meetings and the messaging

Not that we needed any, but here — out this morning — is yet more support for our thesis that the trade war needs

The G20 meeting happens later this week and virtually all that matters this go-round is the Trump/Xi summit. Clearly, Trump pushed too hard against

I’m hitting again this week on a theme I’ve presented herein a number of times in recent years, but, make no mistake, this one’s indeed worth

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

The Fed did about all the market could ask for this morning. No cut in rates (that was too much to ask), but acknowledgement

Duke University’s Fuqua School of Business and CFO magazine conduct the Global Business Outlook by surveying CFOs of companies and subscribers of CFO magazine

A number of credible analysts have been making the case that Fed rate cuts are not necessarily good for stocks, specifically the first cut

You may have noticed this morning’s big rally in stocks!  We can definitely credit the President with the Lion’s share of this one.  We

So yesterday was the first day of the Paris Air Show, and, alas, Boeing booked zero new orders while its European competitor Airbus had