05/10 4:11P (DJ) DJ MARKET TALK: Aren’t Higher Rates Already Priced In? (Dow Jones) Maxim strategist Barry Ritholtz is amazed how...
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We said last week we expect the market will behave much better once the Fed finally gets past the first rate hike. But at the risk of...
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Long-term chart of the 10-year shows rates have moved off the lows in July 2003. In our view, the market has been expecting increases for...
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I am astounded . . . Chutzpah redefined: From a column in Friday’s NYT by the great Floyd Norris: “Mr. Donaldson’s...
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A quick heads up: I just got tagged for Kudlow & Cramer tonite, 5pm, CNBC. We will be leading off the show at the top of the hour....
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A more comprehension version of “Sell in May (But Don’t Go Away)” is up on Real Money. Part I is here. Part II is...
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Strong Payrolls moves the timetable up for the 1st Fed hike to June — Fed fund futures are now pricing in a 100% chance of a a 25...
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Kinda odd little story in Thursday’s Business section of the NYT about Richard Yamarone, the chief economist at Argus Research. In...
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Why do you come to this site? Cause o stuff like this: Oil Prices Approaching Resisitance Crude prices are approaching a critical level;...
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I keep hearing people talk about “seasonal factors,” as if that is the only element influencing markets. In reality, seasonal...
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