Last Wednesday, Fed Chairman Powell noted that the Federal Reserve is going to work to expand their balance sheet, in an effort to quell the repo market and keep interest rates under their control. While the stock market initially reacted positively on this news, it was short lived, and it sold off into the … Read more
The stock market traded higher after positive reports of the US and China coming to the table in ongoing trade talks. Now what? Click the link above for my take. The sensitivity of the stock market to the trade war with China has been on the extreme end of the spectrum, with the slightest flicker … Read more
Check out the clip from Fox News on “Your World” with Neil Cavuto for our discussion on the issue. In their September decision, the Federal Reserve decided to cut interest rates by 1/4 point, citing ongoing trade war tensions and a slowing, global economy. The Fed noted in the decision that the current economic backdrop … Read more
Let’s Discuss Powell, China, and the Short Squeeze Cheddar TV – June 5th, 2019 As the stock market opened higher, our key focus was on Powell’s commentary, the on-going trade war and the stock market. After trading lower throughout May, it started June with a bang. Why did this happen, and where are the opportunities … Read more