The financial markets continued to rally big time last week as global tensions eased with the United States and China making meaningful conciliatory gestures.
Specifically, Trump postponed the imposition... Continue reading
Global tensions ratcheted down this past week which led to rallies in all financial markets, a slightly steeper yield curve, a decline in the dollar, and higher commodity prices except... Continue reading
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Trump and his team just don’t get it! It’s their trade policy that is responsible for grinding global growth to a halt. Can you imagine business-planning: capital spending, hiring, and... Continue reading
As we discussed in last week’s blog “Race to the Bottom” traditional means of stimulating economic growth are no longer working and are, in fact, backfiring from their real intent. ... Continue reading
Monetary authorities around the world are using an old playbook: lowering interest rates and the value of their currency in the hopes of stimulate growth in their region. Unfortunately, it... Continue reading