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In my view the FOMC meeting was largely a nonevent. The Fed left interest rates near zero and signaled it would leave them there through at least 2023. The Committee stated ...

The flaws and fragility of France’s and more broadly Europe’s over reliance on global supply chains, from the car industry to smart phones and pharmaceuticals has been exposed. We must question this interdependence and the

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Equities led by oil and travel surged the most in about six weeks after promising early results for an experimental vaccine. Commenting about crude, China announced that its...

As widely expected April’s economic data is horrific. Retail sales and factory output registered the steepest declines on record. Retail sales fell 16.4% and industrial production plunged ...

Equities initially fell for a myriad of reasons including escalated rhetoric against China over the corona virus. The President is prodding the nation to reopen for business while...

There is a growing number of analysts, politicians and “nonpartisan” reporters beginning to ask is the lockdown a major policy mistake. There have also been several influential epidemiologists stating Covid-19 is about as lethal as a bad ...

What will be this week’s prevailing narrative? The decline in the number of deaths and cases? The extent of the economic calamity via the government mandated shutdown? The prevalence of a “second wave” in states that have decided to partially reopen?...