The Market Is Now Ahead of Itself and That is a Problem for the Fed

The Market Is Now Ahead of Itself and That is a Problem for the Fed

What I expect from the Fed this week and how the markets will likely react.

5 Reasons I Am Now in the Risk-Off Camp

5 Reasons I Am Now in the Risk-Off Camp

Why I believe it's time to take profits and reduce risk.

Stock-Buyback Frenzy Will End After $2.5 Trillion Corporate Debt Binge

Stock-Buyback Frenzy Will End After $2.5 Trillion Corporate Debt Binge

Companies in the S&P 500 bought back a record $806 billion of their own shares last year. But the tactic - used by CEOs to juice their stock prices - may become less common as more companies confront the need to pay down debt, Bank of America analysts warn in a new note.

What Is the Yield Curve Telling Us?

What Is the Yield Curve Telling Us?

The flat to normal yield curve indicates a watershed moment for the U.S. economy.

Kass: A Week Rich in Macroeconomic Data

Kass: A Week Rich in Macroeconomic Data

We are getting wholesale differences in the interpretation of the future trajectory of domestic economic growth.

Bank of New York Mellon Slides After Whiffing on First-Quarter Earnings

Bank of New York Mellon Slides After Whiffing on First-Quarter Earnings

Bank of New York Mellon's earnings drop on weaker revenue from interest income and investment management-related activities; shares plunge.

How to Play the New 'Perma-Dove' Federal Reserve

How to Play the New 'Perma-Dove' Federal Reserve

Wednesday's FOMC minutes convince me that the central bank is becoming less strict about preventing inflation.

Don't Go With the Flow: There Are Better Places to Invest Than High Yield

Don't Go With the Flow: There Are Better Places to Invest Than High Yield

What I would rather invest in to get similar yields.

Bond Yields Finally Rise More Than a Week After Charts Suggested They Would

Bond Yields Finally Rise More Than a Week After Charts Suggested They Would

Technical indicators hinted on March 21 that they'd jump.

Trump Calls for Fed Rate Cuts, Markets Unmoved Ahead of Key Friday Jobs Report

Trump Calls for Fed Rate Cuts, Markets Unmoved Ahead of Key Friday Jobs Report

U.S. equities capped their strongest three month gain in a decade over the first quarter, while the economy continues to expand and the jobless rate sits at the lowest level in a generation, but President Donald Trump and his team think the Federal Reserve should move quickly to cut interest rates in order to ensure the current boom remains on track.