Is the Fed behind the curve on global risk? That's part of what I talked about yesterday during an appearance on CNBC's Power Lunch. I also spoke with program co-anchor Brian Sullivan about the markets and stock opportunities.
March 18, 2016
Is the Fed behind the curve on global risk? That's part of what I talked about yesterday during an appearance on CNBC's Power Lunch. I also spoke with program co-anchor Brian Sullivan about the markets and stock opportunities.
March 14, 2016
There were no major economic data releases last week but a number of minor ones. News was generally positive, despite some weak spots.
March 10, 2016
I wrote the other day about the next crisis and why it might well come from Europe. The news from the European Central Bank this morning reinforces my convictions. Although markets seem to be cheering the announcement of more stimulus, to me it looks like one more sign of increasing systemic stress.
March 9, 2016
Today’s economic news comes straight from the campaign trail, but it might not be the news you think. The big story is that opposition to free trade is now a major vote winner—and an issue that stands to affect the policies of both parties.
March 7, 2016
Last week’s economic news was very good, with all major releases beating expectations.
February 29, 2016
Last week’s economic news was generally good, despite some signs of weakness. Data showed consumers making and spending money, more signs of stabilization in industry, and continued growth in housing.
February 22, 2016
Last week’s economic news was mixed, with signs of slowing in housing even as industry appeared to stabilize.
February 16, 2016
Overall, the data last week was encouraging on the consumer side, and we’ll find out this week whether that translates to the business side as well.
February 11, 2016
On Wednesday, I joined CNBC Power Lunch hosts Tyler Mathisen, Michelle Caruso-Cabrera, and Melissa Lee to discuss recent market volatility and how politics could affect investing, particularly the health care sector.
The economy is doing better than last week’s headline numbers would suggest, and we'll find out this week just how much better that is.
