Tom Graff

Recent Articles By The Author

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.

Here's Where the Credit Markets Stand Right Now

Here's Where the Credit Markets Stand Right Now

Credit can be a leading indicator for equity market performance.

What Should You Do With Your GE Bonds?

What Should You Do With Your GE Bonds?

What seem like very small changes in risk perception lead to relatively large changes in bond prices.

What the Market's Election Reaction Tells Us and How to Get Ready for the Fed

What the Market's Election Reaction Tells Us and How to Get Ready for the Fed

There is a great trading lesson in Wednesday's market move.

The Real Economy Is Booming

The Real Economy Is Booming

What does this mean for markets?

Trump's Fed Bluster Likely Will Be Much Ado About Nothing

Trump's Fed Bluster Likely Will Be Much Ado About Nothing

The president's attempts to intimidate Jerome Powell probably won't impact Fed policy, with one possible exception.