For the Week: The S&P500 increased 0.7% (up 12.5% y-t-d), and the Dow added 0.2% (up 13.4%). The Utilities slipped 0.2% (up 8.7%). The Banks jumped another [...]

[Bloomberg] Dollar Pressured After Strong Week; Bonds Advance: Markets Wrap [Bloomberg] Oil’s September Surge Propels Bull Market Run on Demand Optimism [...]

Is this the last entry point for gold before crossing into $1400? We discuss the movements of silver the last week. JPMorgan CEO Jamie Dimon warns of [...]

[Bloomberg] Bond Rout Persists on Tax Plan, Rates; Euro Gains: Markets Wrap [Bloomberg] U.S. Second-Quarter Growth Revised Upward to 3.1% Annual Pace [CNBC] [...]

About this week’s show: If QE was bullish, will QT (Quantitative Tightening) be a real bear? Good year for stocks, S&P up 11%…Better year for gold, [...]

[Bloomberg] Dollar Gains on Yellen, U.S. Tax Plan; Bonds Slump: Markets Wrap [Bloomberg] Oil in Bull Market Nears $52 on Signs U.S. Stockpiles Declined [...]

[Bloomberg] Euro Slide Deepens as Stocks Drift; Gold Retreats: Markets Wrap [Reuters] Oil near 26-month high as Turkey threatens to choke Kurdish exports [...]

[Bloomberg] Euro Drops as German Vote Sinks In; Gold Retreats: Markets Wrap [Bloomberg] Fed’s Dudley Says He Sees Inflation Restraints Proving Temporary [...]

[Reuters] Trump cranks up North Korea threats as Pyongyang holds anti-U.S. rally [Bloomberg] Merkel Seeks Fourth Term as Germans Vote in Federal Election [...]

[Reuters] Merkel, Schulz urge undecided Germans to vote with far right gaining [Bloomberg] China Cities Tighten Home-Sale Rules to Tame Property Market [...]

I found the Fed’s latest (Q2) Z.1 report particularly interesting. It brought back memories. In general, debt growth was steady and rather uninteresting. As [...]

[Bloomberg] Stocks Mixed as Havens Gain on Korea; Euro Rallies: Markets Wrap [Bloomberg] Canadian Inflation Accelerates to 1.4% on Gasoline [Bloomberg] [...]

[Bloomberg] U.S. Stocks Slip as Treasuries Rise With Dollar: Markets Wrap [Bloomberg] Three Bond Market Lessons From the Toys ‘R’ Us Debt Drama [Bloomberg] [...]

About this week’s show: As money flees paper assets looking for a home, there will not be enough gold to go around The West still likes “paper gold”, The [...]

[Bloomberg] Stocks Slip, Bonds Climb With Oil as Fed Nears: Markets Wrap [Bloomberg] Fed to Pack Up Crisis Tool, Debate Next Hike: Decision-Day Guide [CNBC] [...]