Jeff Cox, CNBC.com’s Posts

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The Federal Reserve building.

Geopolitical events like what’s happening in Ukraine and Gaza can be market movers but still take a back seat to the biggest influence of all: the Federal Reserve. That’s the position both of Peter Boockvar, managing director and chief market analyst at The Lindsey Group, and, it appears, the market itself after a healthy bounce back …

David A. Grogan | CNBC
Treasury Secretary Jack Lew (l) talks with CNBC's Jim Cramer at the Delivering Alpha conference, July 16, 2014.

Congress needs to pass sweeping tax measures to keep companies from moving their operations overseas, Treasury Secretary Jack Lew said Wednesday. Speaking about so-called inversions, in which companies change their domiciles to other countries with more favorable tax structures than the U.S., Lew said action has to be taken soon. JPM’s Erdoes: Bond inflows ‘gives me great …

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Federal Reserve Board Chairwoman Janet Yellen testifies before the Senate Banking, Housing and Urban Affairs Committee July 15, 2014 in Washington.

Fed Chair Janet Yellen gave a tepid thumbs-up to the economic recovery while expressing disappointment in housing and pledging to remain vigilant over asset bubbles, in congressional testimony she delivered Tuesday. While Yellen’s remarks were mostly benign and cautious on the economy, a separate Federal Reserve report indicated concern over asset prices. “Valuation metrics in …

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The economy continues to improve but the recovery is not yet complete, Fed Chair Janet Yellen said on Tuesday. While Yellen’s remarks were mostly benign and cautious on the economy, a separate Federal Reserve report indicated concern over asset prices “Valuation metrics in some sectors do appear substantially stretched—particularly those for smaller firms in the …

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The Marriner S. Eccles Federal Reserve building in Washington.

Federal Reserve officials indicated at their June meeting that the monthly bond-buying program could end sooner rather than later—with an October exit growing increasingly likely. “Participants generally agreed that if incoming information continued to support its expectation of improvement in labor market conditions and a return of inflation toward its longer-run objective, it would be …

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Job seekers fill out applications before the start of the HireLive career fair on June 4, 2014 in San Francisco.

Private sector job creation surged in June, with companies adding a much larger than expected 281,000 new positions, according to a report Wednesday from ADP. Economists surveyed by Reuters expected the National Employment Report to show 200,000 new jobs as the U.S. economy seeks to regain traction following a brutal winter. That’s up from an …

Jeffrey Coolidge | Stone | Getty Images

When Fed Chair Janet Yellen essentially dismissed inflation as a threat last week, she sought to calm investors’ fears but in doing so also raised an unpleasant specter of the not-too-distant past. To some, the central bank chief’s assertion that inflation threats were coming from “noisy” data—economist talk for volatile, one-off conditions not likely to …

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Trader on the floor of the New York Stock Exchange.

As the stock market sets a series of historic highs, investors can thank companies for buying back their own shares at a near-record pace. Repurchases and buybacks soared nearly 60 percent in the first quarter, putting a floor under a market that struggled amid a brutal winter and an economy that contracted at least 1 …

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The Federal Reserve continued to reduce its monthly bond-buying program and held interest rates near zero even as it debated persistent conflicting signals in the economy. In addition to continuing the scaleback of its monthly money-printing efforts, the Fed slashed its outlook for full-year economic growth, cutting gross domestic product from a 2.8 percent to …

Jeff Spielman | The Image Bank | Getty Images

There’s just no making sense of the government bond market. At a time when strategists are treating Treausrys like a patch of poison ivy growing in the blooming stock market garden, investor money continues to rain in. “When you think you have things figured out and you play your hand, something seems” to change, Kim …

Jahi Chikwendiu | The Washington Post | Getty Images
A worker makes sure that no chips stick to the kettle during cooking at Route 11 Potato Chips, March 6, 2014, in Mount Jackson, VA.

Nonfarm payrolls continued to grow about in line with recent trends, rising 217,000 in May as the unemployment rate held steady at 6.3 percent, according to numbers released Friday by the Bureau of Labor Statistics. Most of the job gains came on lower-paying industries as wages rose modestly, increasing 5 cents an hour to maintain …

A flier announcing job openings sits on a table during a career fair at the Southeast Community Facility Commission on May 21, 2014 in San Francisco, Calif.
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A flier announcing job openings sits on a table during a career fair at the Southeast Community Facility Commission on May 21, 2014 in San Francisco, Calif.

Job creation in the private sector was disappointingly slow in May, with companies adding just 179,000 positions, according to the latest reading from ADP and Moody’s Analytics. Economists in a consensus survey expected ADP’s national employment report to show the economy created 215,000 private payrolls in May, down from the prior month’s 220,000 figure. The …

Tim Boyle | Bloomberg | Getty Images
Traders signal orders on the financial floor at CME Group's Chicago Board of Trade.

2014 was supposed to be the year the bond market came crumbling down. So was last year. So, probably, will next year. The anticipation, of course, is that bond-busting inflation is right around the corner and as the Federal Reserve winds down its monthly bond-buying program—quantitative easing—while the economy improves. Yet despite all the anticipation of money …

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The Marriner S. Eccles Federal Reserve building in Washington.

The Federal Reserve’s board of governors and open market committee discussed rate hike procedures at a joint meeting, but agreed the discussion does not signal rate action is coming soon. That was one of the key data points from the minutes of the FOMC meeting, released Wednesday. The Fed discussed the right mix of tools to …

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David Tepper, who made the most money of any hedge fund manager in 2013 at $3.5 billion, believes investors better approach the market with more caution now. “I’m not saying go short, I’m just saying don’t be too fricking long right now,” the head of Appaloosa Management told a few thousand of his colleagues Wednesday …