This might be the most fascinating market backdrop of my career. Not yet as dramatic as 1987, 1990, 1994, 1997, 1998, 1999, 2000, 2002, 2007, 2008, [...]

[Bloomberg] Treasuries Fall, Stocks Rise on Price Data: Markets Wrap [Bloomberg] U.S. 2-Year Yield Tops 2% for First Time Since Financial Crisis [...]

[Bloomberg] U.S. Stocks Rise, Dollar Slips With Bonds Steady: Markets Wrap [Bloomberg] Oil Trades at Three-Year High After U.S. Stockpiles Drop Again [...]

[Bloomberg] Treasuries, Stocks Slump on China as Dollar Falls: Markets Wrap [Bloomberg] Treasuries Slide as China Said to View Them as `Less [...]

[Bloomberg] U.S. Stocks at Records as Dollar Gains, Bonds Fall: Markets Wrap [Bloomberg] Wall Street’s Rising Euphoria May Spell Trouble for [...]

[Bloomberg] U.S. Stocks Mixed as Dollar Gains With Crude Oil: Markets Wrap [Bloomberg] Equity Euphoria Grips the Entire World [Bloomberg] Fed Eyes [...]

[Reuters] ECB should fix date to end bond purchases: Weidmann [Reuters] Fed officials are already plotting how to combat the next downturn [...]

[Reuters] China tightens rules on commercial lender shareholders, entrusted loans [Reuters] Businesses cautious in installing patches to fix chip [...]

Financial conditions are much too loose. They remain too loose at home; they remain too loose abroad. January 3 – ETF.com (Heather Bell): “…ETF [...]

[Bloomberg] Bond Pare Gains, Stocks Higher After Jobs Report: Markets Wrap [Bloomberg] U.S. Added Fewer Jobs Than Expected in December [Bloomberg] [...]

[Bloomberg] Stocks Rise on Global Growth Outlook; Dollar Slips: Markets Wrap [CNBC] Treasury yields climb after jobs data blows past estimates [...]

[Bloomberg] Dollar Halts Slide; U.S. Stocks at Record Highs: Markets Wrap [Reuters] Oil hits new two-and-a-half year highs as higher output looms [...]