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Thu, Dec 12, 2019
10:59 amPage One: Stuck on the tariff issue
We are loathe to start with talk about the uncertainty of the December 15 tariff hike, but alas, we
Wed, Dec 11, 2019
10:57 amPage One: Waiting for some important directions
Market participants still don't know for sure if the tariffs on the final tranche of imported Chines
Tue, Dec 10, 2019
11:04 amPage One: Futures market riding trade talk news wave
The futures market has covered a good bit of ground already, seesawing in large part on December 15
Mon, Dec 9, 2019
10:58 amPage One: A lot hangs in the balance
It's just your typical Monday. Taking things from the top, China reportedly wants to get a trade dea
Fri, Dec 6, 2019
5:24 pmThe Big Picture: More to the good employment report than job growth
When it comes to the economy, we have never been fans of the view that "bad news is good news" becau
10:56 amPage One: Good news all around in November employment report
Today is an employment report Friday. It is also a trade deal report day, but then again, every day
Thu, Dec 5, 2019
11:01 amPage One: Close is enough
The U.S. and China are maintaining close communication. That's the word from China's Commerce Minist
Wed, Dec 4, 2019
11:02 amPage One: Set for a trade-related bump
The information flow surrounding the Phase One trade deal negotiations between the U.S. and China is
Tue, Dec 3, 2019
11:00 amPage One: Hold that deal
The month of December isn't following suit with the month of November -- not so far anyway. Thus far
Mon, Dec 2, 2019
11:03 amPage One: December ready to start on temperate note
December has arrived in more ways than one, as some weather-stricken and weary travelers are bound t
Fri, Nov 29, 2019
11:00 amPage One: Spotlight on Hong Kong and retailers this Black Friday
It's the Friday after Thanksgiving, which means the floor of the NYSE will have a surprising number
Wed, Nov 27, 2019
11:00 amPage One: Marking time.. and lots of economic data
The futures market is little changed this morning, which should come as little surprise given that w
Tue, Nov 26, 2019
10:59 amPage One: Lots of talk, but no real action
The top-dog trade officials from the U.S. and China engaged in a telephone call today and it sounds
Mon, Nov 25, 2019
10:55 amPage One: One (positive) step at a time
This will be a shortened week of trading with the Thanksgiving holiday on Thursday and the early clo
Fri, Nov 22, 2019
5:25 pmThe Big Picture: No fundamental reason for 2019 holiday sales to disappoint
Are you ready for it? No, we're not channeling Taylor Swift -- far from it (unless you are planning
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