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Revisiting My Recent Market Forecasts

Let's go through an update of some of my recent forecasts and how my views have changed

Irrational Market Behavior and Overblown Reactions

The impact of the yield differentials, or the trade deficits, or any other dominant theme, tends to lead to dramatically overblown market reactions.

Irregular Patterns and Price Action in the Markets

One could have reasonably expected stocks to fall with interest rates screaming higher, but this has not happened. Why? What is driving this behavior?

A Closer Look at the Fed's 'Soft Landing'

As we move into the final countdown to the US elections, I wanted to address the heavily touted concept of our economy having a so-called soft landing.

Markets at a Crossroads: Inflation, Employment Data, and Geopolitical Risks

The Fed’s battle with inflation is far from over, and yielding to political pressure will come back to bite them

What Are the Markets Telling Us Right Now?

The market’s reaction to the Fed’s giant rate cut has been strange.

How Will the Markets Respond to the Fed's 50 Basis Point Cut?

The market’s reaction was fascinating. Bonds told a very different story to stocks and the dollar