Recent Articles By The Author
A More 'Data Dependent' Fed Isn't a More Dovish Fed
November's jobs report puts stocks in a tough spot: either the Fed is going to keep hiking or we are going to get a recession.
Is the Market Presaging a Recession?
There really is no way to know a recession is coming until we are already in one,
The Fed Is Probably Going to Keep Hiking Rates Until Unemployment Stops Falling
Federal Reserve Chief Jerome Powell is going to do what he thinks is best from a policy perspective.
Here's Where the Credit Markets Stand Right Now
Credit can be a leading indicator for equity market performance.
What Should You Do With Your GE Bonds?
What seem like very small changes in risk perception lead to relatively large changes in bond prices.