Tom Graff

Recent Articles By The Author

Not Long Bonds Yet? Here's Why There's Still a Good Opportunity

Not Long Bonds Yet? Here's Why There's Still a Good Opportunity

I'm playing for the move down to 1% or 0.50% and earning yield while I wait.

OK Job Growth Isn't OK

OK Job Growth Isn't OK

If employment is weakening, it would be a very ominous sign that a recession is getting closer.

That ISM Manufacturing Report? It's Worse Than You Thought

That ISM Manufacturing Report? It's Worse Than You Thought

Even if we don't fall into a recession, a tough slowdown is likely -- here's a look at what we can expect to happen.

Dudley Didn't Do Right

Dudley Didn't Do Right

Following ex-Fed board member's advice would actually give President Trump reasonable cause to fire Powell and politicize the bank even more.

The Biggest Takeaway From Powell's Speech and What It Means for the Fed

The Biggest Takeaway From Powell's Speech and What It Means for the Fed

Literally at the same time Powell was speaking, trade tensions were ramping up.

Fed Minutes Takeaways, What to Expect at Jackson Hole and How to Trade It

Fed Minutes Takeaways, What to Expect at Jackson Hole and How to Trade It

Two big points lead into what Jay Powell will be saying in Friday's speech.

Inverted-Yield Curve Isn't Really Such a Curve Ball

Inverted-Yield Curve Isn't Really Such a Curve Ball

Why this much-hyped move isn't so special and how to play it to your advantage.

How to Play Potential Rate Cuts

How to Play Potential Rate Cuts

Let's look at the chances of cuts in September and October, and how to use dollar and yen exchange-traded funds to your advantage.

Here's My Concern Over the Headline Jobs Numbers

Here's My Concern Over the Headline Jobs Numbers

Ultimately stocks are only going higher if the expansion does in fact keep going.

Dissecting the Rate Cut

Dissecting the Rate Cut

While the Fed action was widely expected -- even if the market was hoping for clear signals of future cuts -- here's my read on what this means for markets and how I am thinking about positioning going forward.