Mixed Signals on the Economy from Stocks and Bonds The stock market kicked off 2019 with a bang as investor confidence in the U.S. economy rose, due to an accommodative fed, higher corporate earnings and a truce on the trade war with China. At...Read more
The Rally in 2019 – A Tale of Two Assets
The Rally in 2019 – A Tale of Two Assets So far, 2019 has proven to be a very different year in markets compared to 2018. Prospects of a U.S./China trade deal and a “patient” Federal Reserve (Fed) have led to a sharp rally, reversing the losses...Read more
Tariffs Schmariffs? Once again tariffs and trade wars dominated the headlines. This week, the trade war between the United States and China escalated with the imposition of additional tariffs on more than $260 billion of goods. The domestic...Read more
Tariffs & trade wars, what are they good for?
Tariffs & trade wars, what are they good for? What are tariffs and trade wars good for? Many economists say: “absolutely nothing.” Escalating trade wars are painful and could harm an economy, but they are not a zero-sum game. To date, the...Read more
The Bull in the China Shop?
The Bull in the China Shop? Synopsis: What is the rationale for the tariffs by the Trump administration? What is the current U.S. trade position? What’s driving the U.S. trade deficits and are we at a disadvantage? Read more here The information...Read more