The stock market has been wrestling with tariff demons since early October. Yes, there was an election but not a really
How much should we care about China?
I have of course written about this before since we read so much about China as the new #1 (economy)
How much do rates matter?
The recent rise in the budget deficit and the ongoing fear that the Fed will continue their tightening ways is
End of Summer Performance Review
It’s been some time since I posted an historical record of the fuel gauges so we could see where they
The Eye of the Storm
We need to have a robust indicator for the definition of trauma than can work for 2008 and 2018. The
Post Trauma Calm – Is it still safe?
I’ve written about the somewhat dim-witted idea of buying the stock market after trauma is over. This is not the
How do other markets respond to equity rallies?
Daily gauge subscribers know that Paratrade got a strong buy signal for the S&P 500 on the close of Wednesday.
How much does the S&P get its queue from emerging markets?
There is a little turmoil in the stock market as Turkey is having some diplomatic problems with the rest of
What if a currency trader knew that rates were going down?
I’m told the COT and the seasonals are good for bonds though I must confess I have struggled to find
Should bond traders pay attention to tech stocks?
So you’re a macro trader and one of your assets is fixed income. You focus on Fed policy, economic growth,