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The markets (and narrative) are absolutely convinced that the current de globalization will produce a recession. The markets (and narrative) are also convinced that the US will follow the global economies, the inverse of ...

Fake news is not a new phenomenon. It has been around since the dawn of mankind using any delivery method to influence the populace. It is often written those who control the media can greatly influence society’s perceptions and ...

Barron’s wrote yesterday US technology firms are and will continue to bear the grunt of the trade war. In my view this is just the acknowledgment of the obvious given the current supply chains and methods of production for ...

Earlier in the week I commented President Trump controls the trade news cycle, writing all he has to do is tweet and immediately change the narrative. Yesterday markets were going to open on their back foot until the President sent a tweet about ...

In my view the race to bottom regarding asset management fees is adding to market illiquidity. Bloomberg writes there is approximately $8 trillion between ETFs and passive index funds. There is little barrier to entry and hundreds of companies are ...

There is a growing number of analysts who are suggesting the trade war will not end until 2020 because there is no incentive for either the US or Chinese to come an agreement until then. For China they will not likely agree to the ...

July’s BLS employment report will be released at 8:30. Recent data has been suggesting a firming economy. Job growth is a primary driver of economic growth and data to date suggests one of the greatest issues for employers is ...

As widely expected the FOMC lowered interest rates by 0.25% to insulate the US from slowing global growth. The Committee also stopped shrinking the Fed’s balance sheet effective August 1 as compared to the previously announced ...

Consensus is expecting the FOMC to lower the overnight rate by 0.25%. Is such necessary? Recent data is suggesting one of growing strength not weakness. As noted Guggenheim stated yesterday that it thinks the Fed should raise rates to ...