How stocks may be signaling slower growth
Even before today's market tumble, stocks seemed to be dismissing good economic news.
Most of the U.S. numbers, after all, have impressed recently. Measures of...
Get Ready for the Dog Days of Summer
The S&P 500 inched higher last week as tech and transports bounced. Still it was the tightest range of the year.
Don’s Notebook May 23, 2018
New homes have been one of the strongest areas of the economy, however today's April New Homes Sales Report is expected to show a...
Bonds Keep Grinding Lower
Last week, price action in certain equities suggested interest rates would climb. Today, it happened.
Yields on five- and 10-year Treasury notes shot to new...
How the Market May Be Pricing in Higher Rates
Suddenly the market seems to be taking higher interest rates seriously.
Banks and financials, which stand to benefit from increased yields, are among the best...
Don’s Notebook May 7, 2018
Don’s Notebook May 7, 2018
There is no FOMC meeting this week but expect “Fedspeak clues” on inflation strategy from today's round of Fed Presidents’...
Power-charting the Selloff in Bonds
There's a growing consensus interest rates may be headed higher, which means bond prices may be headed lower.
The idea went mainstream a month ago...
Don’s Notebook February 2, 2018
The results of Groundhog Day 2018 are in: According to legend, we're in for six more weeks of winter because Punxsutawney Phil has seen...
The End of the World as We Know It?
"It's the end of the world as we know it, and I feel fine." - R.E.M.
Michael Stipe sang those lyrics 31 years ago on...


























