What Currencies and Bonds Are Saying About the Fed

What’s in Today’s Report: Better-than-feared earnings drive trading, Why currency and bond markets are not signaling a “less hawkish” Fed.

This Analysis Could Be the Difference Between Outperformance and Underpeformance.

All this economic data coming with week is important because the world’s central banks are very, very data-dependent with regard to policy. As the data goes, so will go markets. But, and this is important: We are not in a “bad news is good for stocks” environment, especially here in the U.S. Previously…

The Contrarian Way to Make Money Off Rising Interest Rates

One of the points I’ve been trying to drive home about the recent increase in interest rates has not been so much the amount of increase, but rather the pace. That’s because a slow, orderly rise in interest rates actually would be welcomed by the market. This would be considered…

Japan’s Driving The Bus this Week – Here’s a Preview of What to Watch

Last week was obviously all about the Fed, as Chairman Ben Bernanke’s testimony and the Federal Open Market Committee minutes were taken as “hawkish” by the market, which led to the Wednesday reversal and the first down week for stocks in five. While pundits will debate the minutiae, the real takeaway from the Fed last week was that…

How Yesterday’s Sell Off Can Help You Outperform

Yesterday was an important day in the markets, and not just because we saw a text book reversal in most major averages. Lost in the analysis was what occurred in the bond market, and I believe it’s critically important that everyone be aware of the changes we’re seeing in that market as a result of the growing Fed “tapering” discussion. Simply put, I think the bond market offers some of the best insight into the direction of equities, and also one of the biggest potential money making trend changes we’ve seen in a long time.

Did WTI Crude just put in a triple top?

After a strong rally over the past several weeks, WTI Crude has stalled, and on the charts looks like it may have put in another “lower high.”

WWFD (What Will Fed Do) is Now the Driving Force of Markets

Last week was very quiet economically speaking, although what little data there was generally beat expectations. The majority of the data last week was internationally focused.