If one only concentrated upon monetary policy, one could rationally conclude that both stocks and bonds would be crushed.

We’re going to see a little bit of consolidation from recent gains on some nervousness over [company] profits and tomorrow’s [Tuesday’s] Fed meeting.

The biggest issue for tech is interest rates. Companies sensitive to growth rates as well as interest rates are getting hit rather hard.

Investors are going be looking carefully at today’s retail sales for any sign that consumer spending may be slowing. Oil is also up for a third consecutive day. We know oil is a major concern...

Investors are going to be looking carefully at … retail sales for any sign that consumer spending may be slowing.