Friday the Dow fell over 275 points on stronger than expected economic data that challenged monetary policy assumptions.  Monday there was a 135 point rebound followed by Tuesday’s 335 point drubbing.  Yesterday the Dow rose over 250 points on data that was weaker than expected,...

Stocks fell moderately over fears of the details of the ECB stimulus, profit taking and concerns of the content of the Beige Book and the upcoming jobs data that could challenge the accepted monetary timetable. Oil advanced as it appears Libya’s daily production has been...

Equity markets were again relatively quiet.  There was some discussion regarding January’s CPI data.  A plunge in January’s energy costs pulled the CPI down by 0.7%, the biggest decline since 2008 but ex food and energy, costs rose by 0.2%.  The data confirmed the Fed’s...

There are number of countries that already have negative interest rates and JP Morgan was the latest money center bank who will begin charging large depositors a surcharge to hold their deposits.  Will this force companies to begin expanding?...