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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[…]
Q&A: What You Should Know About China’s 19th Communist Party Congress
China’s 19th Communist Party Congress is fast approaching. While the meetings are primarily a political event, they will shed some[…]
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[…]
Should We Be Concerned About Household Debt?
The Federal Reserve’s third-quarter data on household balance sheets showed that household debt (two-thirds of which is mortgage debt) reached[…]
Volatility Returns in a Big Way: Our Reaction
Volatility returned in a big way earlier this week. Over the past few trading sessions, equity market volatility as measured[…]
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[…]
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[…]
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: 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[…]
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[…]
China: Currency Manipulator or Misunderstood?
The CNY has been weakening against the US dollar. But a weaker CNY doesn’t necessarily mean China is purposely devaluing[…]
Bank Loans: Don’t Swipe Left
Losing interest in bank loans now that rates have begun to fall? Here are two factors that might have you[…]
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