While typically the third year of a first-term presidency is one where we’d expect market-friendly political forces to provide a tailwind for stock prices,

Bloomberg’s Garfield Reynolds asks the essential question of the day: “Most major equity markets are still up substantially this year, and trade concerns are

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For this week’s message, after commenting on the latest from our proprietary macro index, I’m going to simply copy and paste yesterdays internal log

Bloomberg analyst Benjamin Dow speaks to the phenomenon I outlined in this morning’s log entry; i.e., the stimulus-boosted stock market advance (read bubble) that

There’s no pearls of wisdom, or perspective, in macro strategist Cameron Crise’s morning muse, just an observation that what’s happening in the debt market

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8/8/19 Thursday Should history repeat – assuming we receive confirmation from the PWA Index over the next several weeks that last week’s -2 was

While some outlets reported that the market’s strong rally today occurred on essentially no news, which could imply that it rallied on a lack-of-news,

Here’s an excerpt from my last Sunday entry to our internal market log, where I express my assessment (the good, the bad and the