Tom Graff

Recent Articles By The Author

Listen Carefully for These Clues of an Economic Slowdown

Listen Carefully for These Clues of an Economic Slowdown

Here are tools for gauging the state of the U.S. and global economies and how they could impact the markets.

4 Important Things From the Fed Minutes Investors Should Know

4 Important Things From the Fed Minutes Investors Should Know

If the Fed pauses in March, that decision came after the December meeting.

My Take on the Jobs Report and Trades I Like

My Take on the Jobs Report and Trades I Like

A huge beat on the headline job gains plus a clear acceleration of wage growth puts the Fed in a very tough spot.

What to Expect From the Fed in 2019 and How to Trade It

What to Expect From the Fed in 2019 and How to Trade It

This year, we need a new way of thinking about how Fed policy will evolve.

This Holiday Season Is No Vacation From Volatility

This Holiday Season Is No Vacation From Volatility

Here is some advice on what we can expect next from the Trump administration -- and how to position your portfolio for these wild swings.

The Pressure Is on Powell Now

The Pressure Is on Powell Now

Investors would be wise to assume that until the hard data turns, the Fed is predisposed to continue hikes.

Inflation, the Fed and How to Position Your Portfolio Around the Latest Numbers

Inflation, the Fed and How to Position Your Portfolio Around the Latest Numbers

The evidence that inflation Is slowing Is mostly circumstantial.

A More 'Data Dependent' Fed Isn't a More Dovish Fed

A More 'Data Dependent' Fed Isn't a More Dovish Fed

November's jobs report puts stocks in a tough spot: either the Fed is going to keep hiking or we are going to get a recession.

Is the Market Presaging a Recession?

Is the Market Presaging a Recession?

There really is no way to know a recession is coming until we are already in one,

The Fed Is Probably Going to Keep Hiking Rates Until Unemployment Stops Falling

The Fed Is Probably Going to Keep Hiking Rates Until Unemployment Stops Falling

Federal Reserve Chief Jerome Powell is going to do what he thinks is best from a policy perspective.