Where to now?  Tomorrow October’s BLS labor report is released.  It is largely expected to remain relatively “robust” as it relates to the current recovery....

Wow!  How will the election be interpreted as the President has a record no President ever wishes to have…the greatest number of Congressional seats lost during a Presidency according to Roll Call?...

Today is Election Day.  I am certain many will form diametrically diverse conclusions about the outcome.  As penned many times to ignore Washington is equivalent to ignoring interest rates and earnings....

In my view the FOMC post meeting statement was largely as expected.  Yes there was a nominal knee jerk reaction as some thought the Committee would be more dovish because of recent equity volatility but I ask rhetorically does or should the Fed react to...

The FOMC statement is made at 2:00 P.M.  To write the incredibly obvious, all will dissect every word in an attempt to gain insight into the Fed’s thinking, a thinking which in my view is all over the map.  As noted several times, the members...

The two day FOMC meeting commences today.  It is widely expected the FOMC will announce a complete halt to its monthly asset purchases with holdings peaking at $4.3 trillion.  Since 2009, the Fed’s balance sheet has ballooned over 700%.  Will the Committee comment about the...