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Are We Seeing the Fed's Lag Effects?

Markets held modest gains late Wednesday, as minutes from the most recent meeting of the Fe

How Long Can This Rally Last?

All three major U.S. equity indexes were up about 1% heading into Tuesday’s close, rallying

It's the Return of the Safety Trade

It’s a Thanksgiving-abbreviated trading week in the U.S., but there’s no lack of compelling

Be Careful What You Wish For

U.S. equity indexes were mixed heading into the final two hours of the trading week, a fitt

How Do We Navigate This Market?

The yield on the 10-year U.S. Treasury note spiked and equity indexes sagged Thursday, as S

Has the Buck Topped Here?

U.S. retail sales were up more than expected in October, posting the biggest month-over-mon

Is It Time To Take a Deep Breath?

U.S. equity indexes drifted into mildly positive territory two hours shy of Monday’s close,

So When Comes the Powell Pivot?

It appears that inflation finally eased last month, as the rate of underlying price increas

The US Dollar: Where It All Begins

“We live in a world where the price of every key asset in the world is in U.S. dollars,” no

Let's Talk Election Day Price Action

U.S. equity indexes surged early on Election Day but sagged heading into the last two hours

Around the World in 30 Minutes

U.S. equity indexes held modest gains at midday Monday, as investors prepare for midterm el

The Labor Market Is Still Intact

U.S. stocks opened higher but drifted lower through the trading day, digesting an October n

Easy Money Has Hard Consequences

Yesterday, the Federal Reserve announced a fourth consecutive 75-basis-point rate hike, and

What Kind of a Hike Was It?

The Federal Open Market Committee added a couple of interesting phrases to its policy state

What Will China Do?

Chinese stocks and the yuan rallied on unconfirmed reports authorities have formed a commit
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