There’s a palpable sigh of relief in markets this morning, with stocks generally higher and bond yields down. Why? Because we ...

As I noted the other day, it’s been a lot more active on the deal front suddenly. We talked to Dan Primack of Axios about ...

Today is like a little taste of what the year could be like if everything goes just right. Inflation is cooler, bond yields ...

The net result of today’s one-two data punch is that we may no longer get any rate cuts this year. Just in time for President ...

As I noted the other day, it's been a lot more active on the deal front suddenly. We talked to Dan Primack of Axios about this on the show earlier this week; he remains somewhat skeptical a major ...

The U.S. dollar is surging to historic highs, right as President-elect Trump is about to take office.   We hit 110 on the ...