Oil Prices: Will Things Be Different This Time?

June 27, 2017

Recently, there has been a great deal of discussion over oil prices—up, down, in a bear market, what is OPEC doing? So, let’s see what we can discern by applying our usual methods to the situation: evaluating changes over time, rather than in the short term; applying some historical perspective; and then looking at the fundamental economic realities to figure out what they mean now and in the future. I think you will find the results interesting.

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Monday Update: Housing Still Strong

June 26, 2017

Last week was a slow one, primarily focused on housing, with reports on sales of existing homes on Wednesday and new homes on Friday. Unlike much of the news recently, the data showed that housing continues to do well, with strong demand and activity.

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Monday Update: Weak Economic Data Across the Board

June 19, 2017

Last week, we saw a wide range of economic data. Overall, the news was disappointing, with all indicators coming in below expectations. In many cases, however, the details were better, as annual numbers often remained in healthy territory. Still, future growth acceleration is becoming less likely as signs accumulate that the economy has peaked. That being said, growth is expected to continue, just at a lower level than anticipated earlier this year.

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Appearance on CNBC's Trading Nation, June 15, 2017 [Video]

June 16, 2017

Is there a glaring resemblance between the years 2017 and 1999? Yesterday, I appeared on CNBC’s Trading Nation, with host Brian Sullivan, to discuss the similarities I see between 1999 and 2017 in terms of five key economic indicators.

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Appearance on CNBC's Power Lunch, June 13, 2017 [Video]

June 14, 2017

What are market expectations for the rest of the year? Yesterday, I appeared on CNBC's Power Lunch alongside senior contributor Larry Kudlow, discussing the impact of the Trump administration on the economy with hosts Becky Quick, Brian Sullivan, and Steve Liesman.

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Appearance on TheStreet, June 13, 2017 [Video]

June 13, 2017

Will the Federal Reserve continue its rate hike policy? Earlier today, I visited Scott Gamm on the set of TheStreet TV to discuss the Fed's next move, plus why I think the markets can go higher despite a significant technology selloff.

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Some Thoughts on the Fed and Recent Tech Stock Performance

June 13, 2017

The Federal Open Market Committee (FOMC) kicks off its regular meeting today. Markets expect a rate hike to be announced on Wednesday. What I’m really interested in, though, is what the Fed plans to do about rates for the rest of the year, as well as how it intends to reduce its balance sheet.

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