Yale economist, and renowned global thinker, Stephen Roach echoes our latest messaging herein: “With the global economy really weakening, recession likely in Europe, downside

9/30/19 Monday Despite all of the headwinds, although the S&P remains only marginally higher than it was all the way back to January ’18,

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the

We just finished our weekly scoring of the PWA Macro Index and would like to show clients what we’re seeing; which in the aggregate

With regard to the possibility of a near-term trade deal with China, I posed the following question (among others) in a post yesterday: “Is

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Sorry to seem so doom and gloomy of late, but we feel the need to keep clients abreast of what’s bugging us while the

Here’s from Bloomberg macro strategist Cameron Crise this morning (China-related comments from the President [several times over] this morning — and the resulting rally

In this morning’s video commentary I make no mention of impeachment risk, of China’s last-evening statement that the U.S. is going to have to

As we’ve been reporting herein, the consumer remains the heavy-lifter for the U.S. economy, and, thus, we need to be very sensitive to any