Long dated Treasury yields are falling at a faster pace than in the beginning of the 2008 financial crisis. Bloomberg writes the 10 year Treasury is near the most overbought territory since 1998. The last two time Treasuries were so overbought was ...
Growth has slowed in the EU and China but increased unexpectedly in the US during the first quarter to a 3.2% rate. Today is the first revision of economy’s first quarter performance and analysts are expecting a ...
The bond market is suggesting the economy will slow considerably. Consumer confidence however rose more than expected to the highest level since November as Americans felt the best about ...
A narrative is beginning to rise that the “disruptor economy” is now being disrupted by such arcane parameters of revenues, earnings (ok losses), debt service coverage and possible regulation. For at least five years such historical parameters were ...
Is the circus in Washington beginning to weigh on the markets? To date Washington has been viewed nothing other than a freak show, a made for reality TV and cable show. Has all crossed over the proverbial lines? Perhaps the only concrete statement to make...
Change is the only certainty. Can I argue there will be another reinvention of basic economic assumptions? There was a change in general economic consensus thought following the Great Depression and again during the ...
Equities where whipsawed on trade. I rhetorically ask is MAD (Mutual Assured Destruction) a cornerstone of trade as it was for foreign policy? Since around 1980 there was a symbiotic relationship between the US and China. China would produce cheap goods, sell them to the US...
Equities where whipsawed on trade. I rhetorically ask is MAD (Mutual Assured Destruction) a cornerstone of trade as it was for foreign policy? Since around 1980 there was a symbiotic relationship between the US and China. China would produce cheap goods, sell them to the US...
Equities rose, the result of earnings and stronger than expected economic data. Trade tensions still remained at the forefront albeit was not weighing upon market sentiment. Oil also rose on rising Persian Gulf tensions, tensions that some believe are at the brink of ...
Equities rose on signs the Trump Administration is working toward easing tensions with trade partners. The President indicated that he would postpone European auto tariffs by up to six months. Treasury Secretary Mnuchin also said American ...