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Q3 Investment Outlook
With limited evidence of excess in the global financial system and mostly low interest rates around the world, I am[…]
Fourth Quarter Investment Outlook
We think an outright recession in the next 12 months is unlikely, but we need to see a cyclical pickup[…]
The Brexit Beat – Some Certainty Amid Uncertainty
Never a dull moment in UK politics. The EU finally granted the UK a Brexit extension to January 31, with[…]
The Brexit Beat – Boris vs. Parliament: From Optimism to More Uncertainty
UK Parliament held two key Brexit votes today. UK Prime Minister Boris Johnson won the first vote, support for the Withdrawal[…]
The S&P 500’s Extended Bull Run: Can It Last?
The current equity bull market has been chugging along, enjoying unusually low volatility in recent quarters. The S&P 500® Index[…]
Is China’s Renminbi the New “Safe Haven” Currency in Asia?
Has China’s renminbi unseated the Japanese yen as the new “safe haven” currency in Asia? Some market commentators have adopted[…]
Trump’s Tax Proposal: The Opening Move in a Poker Game
Think of this as the opening move in a poker game. It’s unlikely that any of these proposals will come[…]
Manufacturing & Exports: The Good, The Bad & The Ugly
The ISM’s US manufacturing surveys are widely recognized gauges of economic health. They’ve taken us on a ride in recent[…]
Friday Fact: Federal Deficit on Track to Pass $1 Trillion in FY 2019
The federal deficit hit $779 billion in fiscal year 2018. This was the highest level since the $1.09 trillion deficit[…]
Political Games in the EU: Playing Chicken
Fans of the “Fast & Furious” movies know the game of chicken. Two cars race toward each other, each driver[…]
Friday Fact: Indicators of a Hot Economy
It may be chilly outside this spring, but two data releases this week indicate that the US economy is running[…]
Friday Fact: Consumers Are Divided on Business Conditions
I noticed an interesting result in the Conference Board’s most recent Index of Consumer Confidence in March. The percentage of[…]
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