One of the key elements we subscribe to when generating economic and market commentary is going where the data takes us - not trying to...

Equities were mixed after a shaky week of economic data, until Friday’s Labor Report. The economic data looked worse than it actually...

Never underestimate the Fed's ability to let a good crisis go to waste. We have written a lot about recent policy mistakes by the...

Equities marched higher last week as volatility eased and banking concerns declined. With the banking fears and economic fears, earnings...

There's some talk right now that the current market environment resembles a "dead cat bounce" or that we're setting up for a recession. ...

Markets were somewhat resilient last week, given the disaster that was the Treasury Secretary’s speech before Congress. Things were going...

What a couple of weeks it has been! Last week, markets adjusted to the possibility of a banking crisis contagion. This week, markets...

Equities were mixed last week, while bonds moved higher as confidence in the banking sector continued to waiver. First, a quick recap on...

Equities suffered the worst losses in more than 6 months as the Fed’s game of double-speak turned costly. Normally, there is not much to...

The Fed and Chairman Powell are living dangerously these days as they play with investors' emotions in an extremely expensive game. If...