TheWeek Ahead | 10/01/2018
Inflation watch is in order this week, but it is the wrong thing to look at. I expect that the PPI, CPI, the Beige Book, and the JOLTS report will…
The Week Ahead | 09/04/2018
Five Scenarios The Option Edge is Monitoring The US – China Trade Deal – On September 5th, 2018, the end of the comment period on the 25% on $200 million…
The Week Ahead 7/08/2018
Global Spotlight The Trade Danger Zone. In a largely expected yet foreboding move, the White House imposed 25 percent tariffs on $34 billion worth of Chinese industrial goods, to which China…
The Week Ahead 07/02/2018
Global Spotlight Third Time’s a Charm for AMLO. Mexican presidential front-runner Andres Manuel Lopez Obrador, popularly known as AMLO, may have failed twice before to reach the presidency, but a steadily…
The Week Ahead 06/25/2018
Global Spotlight Will Erdogan Rule the Roost? Turkish President Recep Tayyip Erdogan has a lot riding on the June 24 vote in Turkey. Time Is Ticking for White House Trade Pragmatists. U.S.…
The Week Ahead 06/18/2018
Global Spotlight The Handshake Seen ‘Round the World. Despite the hype, the summit between U.S. President Donald Trump and North Korean leader Kim Jong Un resulted not in a dramatic reveal…
The Week Ahead 06/04/2018
Global Spotlight “Getting to Know You Meeting — Plus.” It’s official (well, for now): U.S. President Donald Trump will meet with North Korean leader Kim Jong Un on June 12 in…
The Week Ahead 05/29/2018
It is foolish and wrong to mourn the men who died. Rather we should thank God that such men lived. — George S. Patton Global Spotlight To Summit or Not…
The Week Ahead 05/21/2018
Sunday News: As I am writing this, the futures opened up higher as “Secretary Steven Mnuchin said on Sunday that the theUnited States and China agreed to drop their tariff…
The Week Ahead 04/23/2018
What to Watch for this Week We have a normal economic calendar, featuring housing data, Consumer confidence and sentiment, and the first look at Q1 GDP. Corporate earnings reports will…