My List of 12 Items Investors Should Watch Today
Here’s what I’m keeping a close eye on this morning — from Israel’s elections, to the Fed, to Meta and Treasuries.
Three Key Industries to Watch This Week
These areas could define much of what happens next with the economy and the markets.
Corporate Bonds Flash Warning
If the negative pattern develops, I’d be quick to hit the sell button.
What Worries Me About These Diesel ‘Deals’
Trump says we’re going to buy it from Russia and that Europe will release reserves. It might not be so simple.
Rapid Change in Euro Credit Risk Hints at Deeper Problems
Whatever just happened between German bond yields and French and Italian bond yields was not on my radar.
Those Jobs Numbers? Looks Like the Joke’s on Us.
We got disappointing data and big revisions. But can we take any of it seriously?
Taking Stock of China Meeting, Treasuries and Energy
It seems that lately every meeting with China follows with this scenario. Also, my take on the TLT and LQD funds.
Geopolitics Takes Focus as Energy Prices Drive Economy
With rates currently tied so closely to energy prices, some positives would be great for rates.
After the Fed, Let’s Return to Regularly Scheduled Programming
With the Fed decision out of the way, let’s discuss the market reaction, energy prices, the Japanese yen, ‘Cheap Chinese Compute’, Space, and how to position now.
Diesel Export Ban May Be Good for U.S.; Fed Predictions; My 3 Energy Stocks
Will the diesel export bans help U.S. pricing? Also, why a half-point hike could actually make sense, but why confusion will likely prevail.