Markets are finally anticipating no Fed pauses this year -- but that may not be the end of the hiking cycle.
The market has celebrated deliverance from the China tariff crisis -- but is it really over?
As the economic gloom lifts, bonds face the music.
Bonds and the dollar refute the conventional take on the Chinese currency revaluation.
In a pessimistic and politicized world, stocks are just barely beginning to reflect the macro positives.
Don't be fooled -- signals from the dollar and the CPI only seem benign.
Trade, monetary and tax policy risks all abated last week: good news for stocks.