Tom Graff

Recent Articles By The Author

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.

The Fed Really Likes That Its Gradual Approach to Rate Hikes Is Working

The Fed Really Likes That Its Gradual Approach to Rate Hikes Is Working

I cannot emphasize enough how much the Fed values their inflation credibility.

Here's How I Approach Rising Interest Rates

Here's How I Approach Rising Interest Rates

Longer-term interest rates, such as the 10-year Treasury, are basically a function of three things.

Headline Job Gains Are Actually a Beat

Headline Job Gains Are Actually a Beat

What all this means for the Fed and for bonds.

Don't Ignore Friday's Jobs Report

Don't Ignore Friday's Jobs Report

Jobs can be a leading indicator if you read them right.

3 Ways to Position Your Portfolio After the Latest Fed Rate Hike

3 Ways to Position Your Portfolio After the Latest Fed Rate Hike

Where the Fed stands, what to expect over the next few meetings, and what the market may not be pricing in yet.

Where the Fed Stands and How to Trade It

Where the Fed Stands and How to Trade It

There are 3 ways to position for more Fed hikes in 2019-2020 than the market has priced in.

Why 2018 Looks a Lot Like 2005

Why 2018 Looks a Lot Like 2005

Apply the lessons of that boring trading year to today's market.

My Thoughts on the Jobs Report, Fed Rate Hikes

My Thoughts on the Jobs Report, Fed Rate Hikes

The key number here is the wage gain figure.

3 Trade Ideas Based on More Fed Rate Hikes

3 Trade Ideas Based on More Fed Rate Hikes

These next 3-4 jobs reports are all about set up for 2019.