On the March FOMC
Patient (the word) is dead. Long live patience (the concept).
Patient (the word) is dead. Long live patience (the concept).
There's no bottleneck -- refiners are rapidly adapting to abundant domestic light crude.
Payrolls fall to earth, while hourly wages climb. Will Yellen see this as "full employment"?
No, Wisconsin! But how about the market's reaction to that bad miss on March jobs?
An Iran nuke deal isn't as simple as Shell's BG deal. Meanwhile, Yemen destabilizes.
The DICK-tators at the ECB declare a QE victory for a recovery already in place for years.
Two quarters of earnings-wrecking dollar strength is all about oil -- so it's about over.
As crude hits the top of our predicted 2015 trading range, we look ahead to $15-$40 oil.
The oil shock hits CAPEX and imports -- "transitory" or not, June liftoff is off the table.
We crawl into Yellen's decision-averse mind to see numbers that don't clear the liftoff hurdle.