WAITING FOR SOMETHING?

February 21, 2018 The markets are waiting for something and it’s hard to know just what. The reaction to today’s release of the Fed’s minutes was somewhat muted.

HOLIDAY. WE ALL NEED A HOLIDAY.

February 19, 2018 It's President’s Day on Monday and the markets are looking for a break after the herdy gerdy of the past couple of weeks.

ART OF WISHFUL THINKING.

February 16, 2018 The equity market produced another solid day and much of the gain may be attributed to a better perceived outlook for oil and that the economy is growing nicely and just perhaps the 10-year will remain steady at current levels.

BANG POP SPLUTTER.

February 14, 2018 The CPI number was released today, and a lot of emotional capital was invested in the possible aftermath. As it turned out, that was all wasted energy.

WEDNESDAY WEDNESDAY.

February 13, 2018 In a manner not unlike the Mamas and Papas song 'Monday Monday', Wednesday may well turn out to be a cathartic moment for the U.S. market.

WISHFUL THINKING?

February 12, 2018 The White House has the budget to be released on Monday as having growth at a much higher pace than any of the analysts have predicted.

WHERE NEXT? WHAT NEXT?

February 12, 2018 Markets at present are taking a deep breath following last week’s market movements. With the Vix trending back to levels normally associated with bear markets, closing around 25.

WISHFUL THINKING?

February 12, 2018 The White House has the budget to be released on Monday as having growth at a much higher pace than any of the analysts have predicted.

THE JITTER BUG.

February 9, 2018 That’s the way markets are feeling at present. Following the tax cuts, analysts and bond traders have had some time to digest the information and are now just starting to react.