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Posts
Posted on Jan. 26, 2023, 9:20 a.m.
If You Get the Dollar Right, You Get a Lot Right| Morning Express | 1/26/2023
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Posted on Jan. 25, 2023, 9:35 a.m.
Microsoft Earnings Impact Tech Stocks| Morning Express | 1/25/2023
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Posted on Jan. 24, 2023, 8:43 a.m.
U.S. Equity Benchmarks Surge| Morning Express | 1/24/2023
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Posted on Jan. 23, 2023, 11 a.m.
Lull Before Earnings Season| Morning Express | 1/23/2023
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Posted on Jan. 20, 2023, 9:10 a.m.
Central Bank Speaks at Davos as Summers Stays in the Headline | Morning Express | 1/20/2023
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Posted on Jan. 19, 2023, 9:21 a.m.
What Does A Bond Breakout Mean for Risk-Assets? | Morning Express | 1/19/2023
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Posted on Jan. 18, 2023, 9:46 a.m.
Navigating Central Banks and a U.S. Data Dump | Morning Express | 1/18/2023
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Posted on Jan. 17, 2023, 8:39 a.m.
You Cannot Ignore Tonight's BoJ | Morning Express | 1/17/2023
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Posted on Jan. 13, 2023, 9:24 a.m.
Can't See the Forest from the Trees | Morning Express | 1/13/2023
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Posted on Jan. 12, 2023, 8:50 a.m.
CPI Day | Morning Express | 1/12/2023
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Posted on Jan. 11, 2023, 9:14 a.m.
Will Markets Discount a Soft CPI? | Morning Express | 1/11/2023
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Posted on Jan. 10, 2023, 8:17 a.m.
Managing the Fed's Reaction Function | Morning Express | 1/10/2023
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Posted on Jan. 9, 2023, 9:41 a.m.
Bad News Is Good, Powell On Deck | Morning Express | 1/9/2023
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Posted on Jan. 6, 2023, 7:52 a.m.
Wage Growth and Nonfarm Payrolls | Morning Express | 1/6/2023
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Posted on Jan. 5, 2023, 9:13 a.m.
The Fed Juggles Jobs and Inflation | Morning Express | 1/5/2023
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Posted on Jan. 4, 2023, 10:44 a.m.
The Fed Juggles Jobs and Inflation | Morning Express | 1/5/2023
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Posted on Jan. 3, 2023, 8:49 a.m.
Tough To Ignore the Dollar | Morning Express | 1/3/2023
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Posted on Dec. 27, 2022, 8:34 a.m.
China Lifts Quarantine Requirements & Markets | Morning Express | 12/27/2022
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Posted on Dec. 23, 2022, 7:27 a.m.
Core PCE Leading Into Holiday | Morning Express | 12/23/2022
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Posted on Dec. 22, 2022, 8:30 a.m.
Crude Gets a Tailwind | Morning Express | 12/22/2022
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Posted on Dec. 21, 2022, 9:04 a.m.
Earnings Breathe Life Into S&P | Morning Express | 12/21/2022
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Posted on Dec. 20, 2022, 8:43 a.m.
The Yen's Tide Lifts Some Boats | Morning Express | 12/20/2022
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Posted on Dec. 19, 2022, 8:51 a.m.
Chinese & Japanese GDP | Morning Express | 12/19/2022
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Posted on Dec. 16, 2022, 9:10 a.m.
Quad Witching! | Morning Express | 12/16/2022
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Posted on Dec. 14, 2022, 8:17 a.m.
Santa Powell? | Morning Express | 12/14/2022
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Posted on Dec. 13, 2022, 7:47 a.m.
CPI Front & Center | 12/13/2022
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Posted on Dec. 12, 2022, 8:45 a.m.
Fed Week Begins | 12/12/2022
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Posted on Dec. 9, 2022, 7:31 a.m.
PPI Front and Center | 12/09/2022
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Posted on Dec. 8, 2022, 8:34 a.m.
Will Inflation Torpedo the Tape? | 12/08/2022
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Posted on Dec. 7, 2022, 9:07 a.m.
China's Trade Balance Speaks Volumes | 12/07/2022
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Posted on Dec. 6, 2022, 10:16 a.m.
Growth at the Forefront, Fed Probabilities Moving | 12/06/2022
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Posted on Dec. 6, 2022, 9:57 a.m.
Rate Antes Raised | 12/06/2022
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Posted on Dec. 5, 2022, 8 a.m.
China's Re-opening | 12/05/2022
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Posted on Dec. 2, 2022, 8:58 a.m.
Digestion of Fed Speak Still Lingering | 12/02/2022
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Posted on Nov. 30, 2022, 8:54 a.m.
All About Powell, One Year Removed | 11/30/2022
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Posted on Nov. 29, 2022, 8:41 a.m.
Stocks Heavy, But Commodities Rebound on China | 11/29/2022
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Posted on Nov. 28, 2022, 7:46 a.m.
Upbeat Despite China Headwinds | 11/28/2022
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Posted on Nov. 23, 2022, 7:31 a.m.
Fed Minutes Before T-Day | Morning Express | 11/23/2022
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Posted on Nov. 22, 2022, 8:56 a.m.
A Dynamic Tape, Crosswinds of Newsflow | Morning Express | 11/22/2022
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Posted on Nov. 21, 2022, 8:08 a.m.
US Dollar, Chinese Yuan & Lockdowns | Morning Express | 11/21/2022
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Posted on Nov. 18, 2022, 8:53 a.m.
Crude Realities | Morning Express | 11/18/2022
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Posted on Nov. 17, 2022, 9:33 a.m.
Reining In Expectations | Morning Express | 11/17/2022
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Posted on Nov. 16, 2022, 9:21 a.m.
Reason to Watch a Few Rounds of this Fight | Morning Express | 11/16/2022
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Posted on Nov. 15, 2022, 7:44 a.m.
Trading Softer Inflation Data | Morning Express | 11/15/2022
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Posted on Nov. 11, 2022, 9:06 a.m.
Houston: We have Pockets of Disinflation | Morning Express | 11/11/2022
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Posted on Nov. 10, 2022, 9 a.m.
Eyes on CPI | Morning Express | 11/10/2022
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Posted on Nov. 9, 2022, 8:12 a.m.
US Election Aftermath | Morning Express | 11/09/2022
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Posted on Nov. 8, 2022, 8:49 a.m.
A Historically Bullish Tailwind | Morning Express | 11/08/2022
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Posted on Nov. 7, 2022, 8:50 a.m.
Can Friday's Tailwinds Continue? | Morning Express | 11/07/2022
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Posted on Nov. 3, 2022, 9:01 a.m.
The Aftermath and a Big Week Left | Morning Express | 11/03/2022
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Posted on Nov. 2, 2022, 9:15 a.m.
Fed Day Communication | Morning Express | 11/02/2022
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Posted on Nov. 1, 2022, 9:24 a.m.
The Most Hated Bear Market Rally | Morning Express | 11/01/2022
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Posted on Nov. 1, 2022, 9:10 a.m.
Pre-Fed Rumbles | Morning Express | 11/01/2022
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Posted on Oct. 31, 2022, 8:35 a.m.
A Needle To Thread | Morning Express | 10/31/2022
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Posted on Oct. 28, 2022, 8:25 a.m.
Data Laying Groundwork for Fed | Morning Express | 10/28/2022
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Posted on Oct. 27, 2022, 9:15 a.m.
A Lot To Unpack, Here You Go | Morning Express | 10/27/2022
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Posted on Oct. 26, 2022, 9:24 a.m.
Many Bright Spots Outside of Tech | Morning Express | 10/26/2022
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Posted on Oct. 25, 2022, 9 a.m.
Case in Point; Bad Data Is Good | Morning Express | 10/25/2022
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Posted on Oct. 24, 2022, 9:02 a.m.
Fed Whispering, Xi's Supreme Power, and Big Week of Earnings | Morning Express 10/24/2022
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Posted on Oct. 20, 2022, 8:24 a.m.
Fed Speak Deluge Ahead | Morning Express 10/20/2022
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Posted on Oct. 19, 2022, 9:47 a.m.
Higher Rates Eroding Risk Appetite | Morning Express 10/19/2022
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Posted on Oct. 18, 2022, 8:55 a.m.
Removing Uncertainties, For Now | Morning Express 10/18/2022
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Posted on Oct. 17, 2022, 9:17 a.m.
US Inflation & Chinese Politics | Morning Express 10/17/2022
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Posted on Oct. 14, 2022, 9:03 a.m.
Risk Assets Respond | Morning Express 10/14/2022
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Posted on Oct. 13, 2022, 8:57 a.m.
The Stage Is Set, Down But Not Out | Morning Express 10/13/2022
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Posted on Oct. 12, 2022, 8:42 a.m.
Stagflation Risks With Yields at Cycle Highs | Morning Express 10/12/2022
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Posted on Oct. 11, 2022, 8:53 a.m.
The Fed's Evolving Goalposts | Morning Express 10/11/2022
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Posted on Oct. 10, 2022, 8:38 a.m.
Yields March Upward Despite Geopolitics | Morning Express 10/10/2022
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Posted on Oct. 7, 2022, 7:33 a.m.
Jobs Today Sets Stage for CPI | Morning Express 10/07/2022
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Posted on Oct. 6, 2022, 8:51 a.m.
An Extremely Bullish Parallel | Morning Express 10/06/2022
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Posted on Oct. 5, 2022, 8:39 a.m.
Understanding the Domino Effect | Morning Express 10/05/2022
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Posted on Oct. 4, 2022, 8:41 a.m.
Damned If They Do, Damned If They Don't | Morning Express 10/04/2022
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Posted on Oct. 3, 2022, 9:07 a.m.
Are Fears Overblown? | Morning Express 10/03/2022
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Posted on Sept. 29, 2022, 9:03 a.m.
Pivots & Policies | Morning Express 9/27/2022
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Posted on Sept. 27, 2022, 8:50 a.m.
The Canary in the Coal Mine, A Positive | Morning Express 9/27/2022
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Posted on Sept. 26, 2022, 8:50 a.m.
It All Comes Down To Pain | Morning Express 9/26/2022
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Posted on Sept. 23, 2022, 9:01 a.m.
King Dollar | Morning Express 9/23/2022
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Posted on Sept. 22, 2022, 9:14 a.m.
Sacrificing Growth to Tame Inflation | Morning Express 9/22/2022
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Posted on Sept. 21, 2022, 3:34 p.m.
100bps: Shock and Awe | Morning Express 9/21/2022
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Posted on Sept. 20, 2022, 12:58 p.m.
Surging Inflation Erodes Sentiment | Morning Express 9/20/2022
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Posted on Sept. 19, 2022, 9:13 a.m.
Central Banks and Growth Outlook | Morning Express 9/19/2022
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Posted on Sept. 16, 2022, 9 a.m.
Line In the Sand Is Drawn | Morning Express 9/16/2022
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Posted on Sept. 15, 2022, 9:25 a.m.
Data Dump and Dealer Gammas | Morning Express 9/15/2022
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Posted on Sept. 14, 2022, 9:19 a.m.
Inflation, Quad Witching, and Fed Expectations | Morning Express 9/14/2022
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Posted on Sept. 13, 2022, 7:45 a.m.
Risks are Skewed to the Downside | Morning Express 9/13/2022
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Posted on Sept. 12, 2022, 8:30 a.m.
Geopolitics and Inflation | Morning Express 9/12/2022
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Posted on Sept. 9, 2022, 8:49 a.m.
U.S. Dollar Slides, Risk-Assets Thrive | Morning Express 9/9/2022
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Posted on Sept. 8, 2022, 8:39 a.m.
Trading Central Bank Action | Morning Express 9/8/2022
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Posted on Sept. 7, 2022, 9:10 a.m.
An Impeccable One-Two Punch | Morning Express 9/7/2022
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Posted on Sept. 6, 2022, 8:48 a.m.
A Stew Of Narratives | Morning Express 9/6/2022
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Posted on Sept. 1, 2022, 9:03 a.m.
September Kicks Off With Panic | Morning Express 9/1/2022
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Posted on Aug. 31, 2022, 8:44 a.m.
An Inflection Point Between Wages and Prices | Morning Express 08/31/2022
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Posted on Aug. 30, 2022, 8:57 a.m.
The Fed is Data Dependent, and You Should Be Too | Morning Express 08/30/2022
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Posted on Aug. 29, 2022, 8:51 a.m.
The Monday After Powell | Morning Express 08/29/2022
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Posted on Aug. 26, 2022, 8:24 a.m.
Bringing Clarity to the Fed's Path | Morning Express 08/26/2022
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Posted on Aug. 25, 2022, 8:34 a.m.
Who Does Powell Want To Be? | Morning Express 08/25/2022
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Posted on Aug. 24, 2022, 9:22 a.m.
What Does the Fed's Jekyll and Hyde Approach Mean for Markets? | Morning Express 08/23/2022
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Posted on Aug. 23, 2022, 8:44 a.m.
The Inflation Showdown At Jackson Hole | Morning Express 08/23/2022
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Posted on Aug. 22, 2022, 8:50 a.m.
U.S. Dollar Crushing Risk-Assets | Morning Express 08/22/2022
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Posted on Aug. 18, 2022, 9:30 a.m.
The Elephant in the Room | Morning Express 08/18/2022
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Posted on Aug. 17, 2022, 8:49 a.m.
Inflation Keeps Central Banks Aggressive | Morning Express 08/17/2022
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Posted on Aug. 16, 2022, 8:48 a.m.
Diverging Sentiments | Morning Express 08/16/2022
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Posted on Aug. 15, 2022, 8:35 a.m.
The Recessionary Data Undertow | Morning Express 08/15/2022
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Posted on Aug. 12, 2022, 8:41 a.m.
The Most Important Chart in the World | Morning Express 08/11/2022
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Posted on Aug. 11, 2022, 8:29 a.m.
Slowing Inflation Ramps Risk Assets | Morning Express 08/11/2022
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Posted on Aug. 10, 2022, 7:26 a.m.
Headline CPI Front and Center | Morning Express 08/10/2022
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Posted on Aug. 9, 2022, 9:13 a.m.
CPI and Risk-Landscape Preview | Morning Express 08/9/2022
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Posted on Aug. 8, 2022, 8:35 a.m.
Magnificent Resilience | Morning Express 08/8/2022
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Posted on Aug. 4, 2022, 8:50 a.m.
Payrolls Imminent | Morning Express 08/5/2022
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Posted on Aug. 3, 2022, 9:36 a.m.
It Was Never A Pivot, But That's Ok | Morning Express 08/3/2022
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Posted on Aug. 2, 2022, 8:49 a.m.
Geopolitics and Historic Bond Chart | Morning Express 08/2/2022
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Posted on Aug. 1, 2022, 9:13 a.m.
Is Prudence the Play? | Morning Express 08/1/2022
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Posted on July 28, 2022, 10:34 a.m.
Inflation and Earnings Face Off | Morning Express 07/29/2022
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Posted on July 27, 2022, 8:50 a.m.
Counterintuitive Reactions Ahead of the Fed | Morning Express 07/27/2022
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Posted on July 26, 2022, 8:41 a.m.
The Get Out Of Jail Free Card | Morning Express 07/26/2022
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Posted on July 25, 2022, 8:51 a.m.
Will the Fed Pivot? | Morning Express 07/25/2022
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Posted on July 22, 2022, 9:11 a.m.
Equities Strength Before Fed & Earnings Week | Morning Express 07/22/2022
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Posted on July 21, 2022, 9:44 a.m.
Every Rally Starts With A Short Cover | Morning Express 07/21/2022
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Posted on July 20, 2022, 8:39 a.m.
Macro Landscape Overshadows U.S. Equity Rebound | Morning Express 07/20/22
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Posted on July 19, 2022, 8:30 a.m.
Dollar in the Crosshairs and Earnings Compression | Morning Express 07/19/22
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Posted on July 18, 2022, 9:05 a.m.
Risk-Assets in Rebound Key Off U.S. Dollar | Morning Express 07/18/22
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Posted on July 15, 2022, 7:41 a.m.
China GDP Miss & Fed Speak | Morning Express 07/15/22
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Posted on July 13, 2022, 8:37 a.m.
CPI Release Puts 100bps on the Table | Morning Express 07/13/22
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Posted on July 12, 2022, 8:56 a.m.
The U.S. Dollar and Mounting Global Pessimism | Morning Express 07/12/22
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Posted on July 11, 2022, 8:51 a.m.
King Dollar Presses On | Morning Express 07/11/22
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Posted on July 8, 2022, 7:51 a.m.
Jobs In Focus | Morning Express 07/08/22
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Posted on July 7, 2022, 9:47 a.m.
A Light at the End of the Inflation Tunnel | Morning Express 07/07/22
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Posted on July 6, 2022, 8:51 a.m.
Leadership Amid a Bloodbath | Morning Express 07/06/22
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Posted on June 30, 2022, 8:44 a.m.
Personal Spending & Jobs | Morning Express 06/30/22
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Posted on June 29, 2022, 8:57 a.m.
Opec & EIA Expectations for Crude | Morning Express 06/29/22
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Posted on June 27, 2022, 8:54 a.m.
Major Drivers to Close Out the Quarter | Morning Express 06/27/22
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Posted on June 24, 2022, 8:28 a.m.
Recession Fears & Capitulation| Morning Express 06/24/22
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Posted on June 22, 2022, 9:52 a.m.
Powell Is Not Volcker | Morning Express 06/22/22
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Posted on June 21, 2022, 8:37 a.m.
Economy Is Already In A Recession | Morning Express 06/21/22
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Posted on June 17, 2022, 8:04 a.m.
June Quadruple Witching | Morning Express 06/17/22
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Posted on June 16, 2022, 8:53 a.m.
A Barrage of Central Bank Tightening | Morning Express 06/16/22
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Posted on June 15, 2022, 8:44 a.m.
Threading the Needle | Morning Express 06/15/22
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Posted on June 14, 2022, 8:53 a.m.
Gasping For Air | Morning Express 06/14/22
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Posted on June 13, 2022, 8:03 a.m.
CPI Aftermath | Morning Express 06/13/22
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Posted on June 9, 2022, 8:29 a.m.
‘Twas The Day Before CPI | Morning Express 06/09/22
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Posted on June 8, 2022, 8:37 a.m.
A Buildup To Friday's CPI | Morning Express 06/08/22
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Posted on June 7, 2022, 8:43 a.m.
If Treasuries Taketh, Can They Giveth? | Morning Express 06/07/22
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Posted on June 6, 2022, 8:58 a.m.
China Tailwinds and Great Jobs Report | Morning Express 06/06/22
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Posted on June 3, 2022, 7:46 a.m.
Jobs Jobs Jobs! | Morning Express 06/03/22
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Posted on June 2, 2022, 9:12 a.m.
Mr. Market Is Always Right. | Morning Express 06/02/22
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Posted on June 1, 2022, 8:37 a.m.
Is This Just Another Bear Market Rally? | Morning Express 06/01/22
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Posted on May 31, 2022, 8:45 a.m.
Monetize a Bounce and Watch a Round | Morning Express 05/31/22
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Posted on May 27, 2022, 8:57 a.m.
"A" Bottom Can Be Confirmed | Morning Express 05/27/22
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Posted on May 26, 2022, 8:43 a.m.
The Onset of Seller's Exhaustion? | Morning Express 05/26/22
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Posted on May 25, 2022, 8:41 a.m.
A Historical Expiration | Morning Express 05/25/22
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Posted on May 24, 2022, 8:43 a.m.
Snap Out Of It | Morning Express 05/24/22
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Posted on May 23, 2022, 8:45 a.m.
Stocks Have "A" Bottom | Morning Express 05/23/22
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Posted on May 20, 2022, 8:34 a.m.
Advance-Decline Boost and China Movement | Morning Express 05/20/22
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Posted on May 19, 2022, 9:11 a.m.
Precipitous and Indiscriminate Selling | Morning Express 05/19/22
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Posted on May 18, 2022, 9:01 a.m.
The Rebound Erodes with Corporate Profits | Morning Express 05/18/22
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Posted on May 17, 2022, 8:29 a.m.
The Reflexive Bounce | Morning Express 05/17/22
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Posted on May 16, 2022, 8:55 a.m.
Here is the Window; Risk is to the Upside | Morning Express 05/16/22
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Posted on May 13, 2022, 7:33 a.m.
Are Negative Nuances Flushed? | Morning Express 05/13/22
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Posted on May 12, 2022, 9:24 a.m.
Welcome to 2016 | Morning Express 05/12/22
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Posted on May 11, 2022, 8:52 a.m.
Your Inflation Roadmap | Morning Express 05/11/22
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Posted on May 10, 2022, 8:55 a.m.
When Does The Carnage End? | Morning Express 05/10/22
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Posted on May 9, 2022, 9:15 a.m.
Fed, China, and Inflation Crushes Risk; Big Week Ahead | Morning Express 05/09/22
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Posted on May 6, 2022, 8:36 a.m.
Your Roadmap to Jobs Friday | Morning Express 05/06/22
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Posted on May 5, 2022, 9:01 a.m.
Your Roadmap as Volatility Continues | Morning Express 05/05/22
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Posted on May 4, 2022, 8:41 a.m.
Fed Day and Inflation | Morning Express 05/04/22
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Posted on April 29, 2022, 2 p.m.
Gold/Silver Ratio: Why Does Silver Lag?
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Posted on April 22, 2022, 11:47 a.m.
Gold/Platinum/Silver: Here is the floor
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