I read somewhere that there’s presently a bull market in recession predictions. That is, there are these days a lot of folks, some credentialed,

While we should all welcome this week’s tamer than expected inflation data (bonds, gold, and emerging markets bulls, and dollar bears, certainly have),  Core

Thought I’d share with you this morning’s entry to our firm’s market journal: 5/10/18 (Thursday) Equities are having a strong week thus far, with

In this week’s message (posted yesterday) we suggested that last Friday’s weaker than anticipated jobs number may have had more to do with a lack

Friday’s jobs number missed the consensus estimate by 29k, and wage growth was a bit softer than expected. The unemployment rate fell to 3.9%,

We’ve made the case from the get-go that a serious risk (one of many) of inciting trade disputes is the potential to notably hurt

The Non-Manufacturing (services) Institute for Supply Management survey for April was just released. Like the manufacturing report it was on balance a positive read on

I keep hearing that the reason the market isn’t rallying hard during this amazing earnings season is that “it was all priced in”. Nothing

We view the Institute for Supply Management’s (ISM)’s monthly purchasing managers surveys as critical inputs to our macro index. We’ve added highlights as follows to

It’s critically important that you and I understand the benefits of trade (which are vast in number)! Here’s from The Economist this morning: “Venture-capital funds