Waiting for a rate cut: How much is too much? Weekly Market Compass: Some want the Federal Reserve to cut 50 basis points, but I believe 25 basis points is a better target
The US cycle breaks a record. So now what? Weekly Market Compass: Many investors are wary that the end is near, but current conditions still look favorable
Could central banks boost stocks in the second half? Weekly Market Compass: Trade wars remain a concern for the economy, but central banks appear poised to help
Will the Fed lose its patience this week? Weekly Market Compass: Markets are looking for signs that the central bank could cut rates sometime this year. I expect the Fed to give some signs this week.
Central banks provide a silver lining to the escalating trade war Weekly Market Compass: US cancels its tariffs on Mexico, China warns against traveling to the US, and central banks appear more open to accommodation
The month of May was a ‘game-changer’ for markets Weekly Market Compass: Plus, four things to watch in June
What does the fragmented parliamentary election mean for Europe? Weekly Market Compass: Also, Theresa May resigns, and US-China trade talks break down
Global markets: Five events to watch this week Weekly Market Compass: Tracking elections in Europe and India, and several reports in the US
Talking tariffs: New tolls threaten to further strain US-China relations Weekly Market Compass: Consumer spending could suffer as companies try to pass on price increases
US-China trade talks stumble, and stocks tumble Weekly Market Compass: Threats of fresh tariffs on Chinese goods suggest short-term volatility