Global: 18 For '18 - Part 1
2018 promises to be another fascinating, but almost certainly more challenging year for global investors. We have identified a number...
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Chart of the Day: Tuareg Economics
The bellwether ISM manufacturing survey is, by nature, fiercely nomadic. In other words, it is always going somewhere: north or south. It almost...
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Chart of the Day: A Distinct Lack of Interest
The post-GFC collapse in the debt service ratio of US households is another key reason for optimism about the economy's medium-term prospects and...
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Forget Bitcoin; the Real Bubble Is Global Equities
There is something of a disconnect between US equities, firing up on tax reform, and the USD and US bond yields struggling to gain traction. Some...
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Chart of the Day: The Comeback Kid
The story of the US economy this year has been upward growth surprises and downward inflation surprises, producing an equity-friendly mix of...
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