These Are The Two Main “Risk Scenarios” For Markets
There are a lot of things you can say about Heisenberg, but one thing you
There are a lot of things you can say about Heisenberg, but one thing you
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
At long last, the holidays are over. I like the peace and quiet as much
“While the strong end to 2016 is encouraging news the manufacturing revival clearly remains vulnerable to political risk.”
Whether or not we, as a society, can overcome the temptation to surrender our future to a succession of demagogues remains to be seen. And indeed we may be but one tragedy away from seeing the momentum turn irreversibly in favor of politicians who seek to capitalize on fear and intolerance.
I’m inclined to believe that those of us who fancy ourselves black swan watchers are
A word of caution: we’re talking about a one quarter lead time here…
“The world was gloomy before I won”…
Not everyone likes to talk about (let alone read about) macro. I’ll go out on
In all my many years observing and analyzing markets, I don’t know that I’ve ever
“Twas the Friday before Christmas and all through the house, …” Wait. To hell with
“2 and 20” works fine when things are going well. Not so much when things
Well the dollar took a break on its march higher versus the yen on Monday,
Gold is up, 10Y yields are slightly lower, the dollar is marginally weaker against the
For those who might have missed any of Thursday’s action or for anyone who just
A couple of days ago, I noted that there were rumors of a cease fire
Earlier today, I brought you the latest from the BIS, the central bank for central
One of the data points I’ve been warning about for sometime now is the relationship
That’s right folks, Donald Trump is President. To be sure, no one really thought this was possible.
You must be logged in to post a comment.