US: GDP Nuggets
The revised Q2 GDP data contain a number of interesting and important features that may have flown under investors' radar and, more broadly, offers...
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US: Think The Trump Bump Is Over? Think Again.....
The election of Donald Trump saw previously muted animal spirits soar as businesses anticipated a de-regulation, health-care reform and fiscal...
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The Market Sentimentalist - The Worry List
SummaryGlobal asset markets have shrugged off rising geopolitical tensions, stretched valuations and worries that the world’s leading central banks...
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Trump Makes Russia Great Again as His Domestic Agenda Continues to Implode
Tweet and NYT-interview attacks on Sessions suggest that Trump is close to triggering a constitutional crisis by sacking Sessions (and possibly...
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What Really Matters in the US Economy Is Doing Well
The US Conference Board Leading Indicator (LEI) rose 0.6% m/m in Jun 17, rising sharply from the 0.2% increase in April and May. The increase in...
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