The Week Ahead | 08/12/2019
Happy Monday. Good Luck out there this week. Global Spotlight Whatever Happened to a Quiet August in Europe? Italy’s government is hanging by a thread after the right-wing League party asked for a…
The Week Ahead | 8/5/2019
Happy Monday. Good Luck out there this week. Global Spotlight So Much for a Trade Truce. Our Third-Quarter Forecast published in mid-June said, “While there is a small window for a truce between…
The Week Ahead | 07/29/2019
This is one of the biggest weeks in economic data. Fed Announcement, Wednesday and the non-farm payroll on Friday. Uncertainty will breed volatility and our playbook says to sell options…
The Countries With the Highest Housing Bubble Risks
With a decade-long bull market and an ultra-low interest rate environment globally, it’s not surprising to see capital flock to housing assets.
The Week Ahead | 7/22/2019
The US economy continues to decelerate. The Fed is behind the curve on the easing adjustments. The Rest of the world is setting up to recover. This means is…
Facebook’s “Libra,” New Boss, Same as the Old Boss
Starting in 2020, Facebook wants to offer its customers a global high-tech currency and infrastructure. The US IT giant says that this will provide many people around the world with…
The Week Ahead | 07/15/2019
Happy Monday. Good Luck out there this week. Global Spotlight From Foreign Policy Fracas to Freeze? As U.S. President Donald Trump tries to avoid major foreign policy debacles from upsetting his…
The Week Ahead | 7/8/2019
Are we in a recession? JUN Global Manufacturing PMI (49.4 = worst reading since 2012), MAY German Factory Orders (-8.6% YoY = worst reading since SEP ’09) US Factory Orders…
Happy Independence Day
As the US Citizens celebrate their liberation from the crown of England, it is useful to recall a bit of history and remind ourselves how we got here. One way to…
The Week Ahead | 7/01/2019
Happy Monday. Good Luck out there this week. Global Spotlight Trump and Xi Declare a Truce. In line with the leaks and signaling in the days leading up to the G-20…