Tom Graff

Recent Articles By The Author

What the Fed Minutes Are Saying

What the Fed Minutes Are Saying

The minutes certainly read like the Fed is more worried about the economy than just what the data suggests.

Inflation and the Fed, and Europe May Be in a Recession Now

Inflation and the Fed, and Europe May Be in a Recession Now

Price action and fundamental conditions show the limits on how high rates can rise.

The Data Tells Us a Major Slowdown Is Not Imminent

The Data Tells Us a Major Slowdown Is Not Imminent

How do we invest for a probable slowdown but perhaps a mild one?

The Implications of Friday's Jobs Report

The Implications of Friday's Jobs Report

For those fearing a recession was developing, it doesn't seem to be the case.

Does the Fed Know Something We Don't?

Does the Fed Know Something We Don't?

The Fed is bending over backward to be dovish.

Once the Fed Starts Cutting, They Are Not Going to Stop

Once the Fed Starts Cutting, They Are Not Going to Stop

There is strong precedent for aggressive rate cuts once the Fed gets started.

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.