With little coming from the Trump administration regarding fiscal policy, the markets have settled down.

“The Fed could actually turn hawkish and tighten policy too much.”

It’s perhaps the biggest question in financial markets today: can reflation really take hold with so many forces working against it?

The 10 largest TIPS ETFs have seen aggregate net inflows in each of the last 10 weeks.

Money flows into EM, High Yield and U.S. Bond Funds as investors pare back expectations of "Trump pump" to U.S. economy.

Managers see fewer rate hikes on the horizon, put money into emerging market and total return bond funds.

Competing reflation and stagflation will make for volatile markets -- until the next breakout occurs.

“For the markets, the honeymoon is starting to end with Trump.”

Larry Fink isn't optimistic about the markets, there really is a shortage of financial advisors and retirement-age women handle post-divorce money matters better than men.

Optimism that an aggressive fiscal stimulus will drive economic gains is diminishing.