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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 ...

It has been an incredible six months. Few were able to predict how quickly the narrative changed from global synchronized recovery to global synchronized slowdown. Even fewer predicted how ...

Stocks advanced globally after the US and China reached a fresh truce in the trade war and agreed to resume talks towards a deal.. Gold and Treasuries retreated and oil is ...

Yesterday a veteran market professional commented “experience and common sense seem to be useless commodities in the world today.” I cannot agree more with this statement especially regarding the amount of negative interest rate debt outstanding…$12.5 trillion. The amount of negative real interest rate debt...

Will this week be of great significance? As widely known the Fed is holding its June meeting. The prevailing market narrative is the economy is edging towards a considerable slowdown and the market is suggesting ...

In my view there is a disconnect between Main Street and Wall Street. Utilizing May’s NFIB small business optimism index [aka Main Street], economic activity is robust. May’s readings was the highest since October, hiring plans rose to the greatest level since ...

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...