Global: World Trade Still Buoyant
The global economy remains healthy, even robust. That is the clear message of the latest, recently released CPB data that show world trade volumes...
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The Market Sentimentalist - Who's Eating Porridge?
Summary131 days into the Trump presidency (who’s counting?) and US equities are still rising but US Treasury yields have turned down after their...
297 Views
After His Catastrophic Foreign Policy Debut, Trump's Administration Faces Paralysis at Home
-From an economic standpoint, the longer Trump's domestic agenda is stalled the better. The agenda involves massive increases in defense spending,...
364 Views
The Market Sentimentalist - Are The Stars Aligned?
SummaryGlobal equity markets are expensive, implied volatility is low and falling, and central banks are either turning off, or threatening to turn...
314 Views
US Loss of Momentum a Warning Sign for Asian Exports in 4Q 2017 and Beyond
-Reality continues to catch up with the Trump Economy, with real GDP growth slumping to just 0.7% QoQ in 1Q 2017, dragged down by sluggish private...
305 Views