Yesterday’s log entries pretty much cover my view of immediate-term conditions. Bottom line; we should be skeptical of the staying power of the three-day

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Take a look at the market (S&P 500) reaction immediately upon news that the President is delaying (for 6 months) his decision on whether

Premarket: In yesterday’s log entry I suggested that if this week’s data reflects what we’re seeing in our PWA index (a weakening [but not

I agree with the following from Bloomberg macro strategist Cameron Crise’s commentary this morning: “One needn’t be a cynic to note that Monday’s sharp

Trump was clearly rattled by yesterday’s market action; during a speech last evening he suggested that we’ll know if we have a [China trade]

I’m thinking that all of the present hullabaloo around trade makes — for those interested — for a wonderful (and extremely important) learning opportunity! For

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5/13/19 Monday Premarket: Equity futures are selling off markedly this morning on Trump’s weekend China-trade tweets and China’s stated resolve. The other (under-reported to

5/12/19 Sunday While I certainly wouldn’t advocate panic at this juncture, I am nonetheless amazed at the sanguinity (if not complacency) I’m witnessing among