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Loose Fed Lips Sink Stocks
We are in the same camp as Federal Reserve Bank of Minneapolis President Neel Kashkari. On March 6, he said,…
Global Economy
16 posts
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What Does Dr Copper Say About The Global Economy?
Copper is often described as the shiny metal with a PhD in economics because it provides useful insights into global…
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Improving Outlook for Global Economy
While the US economic outlook has been a source of dissention since early last year, few disagreed last summer that…
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How's Business In The US & Europe?
We predict that global economic growth will improve this year. Until recently that was a contrary view since it was…
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China's Zero-Covid Policy Is A Disaster
Investors are hoping that the Chinese government will soon ease its zero-Covid policies. The facts on the ground suggest that…
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Foreigners Still Piling Into US Dollar & Bonds
The 10-year US Treasury bond yield dropped sharply from 4.25% on October 24 to 3.72% today. Recent CPI…
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Supply Chain Problems Are Abating
Supply-chain bottlenecks are easing. The parts you’ve been waiting for should arrive shortly.
The Federal Reserve Bank of New…
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Money Flooding Into US From Overseas
Money from overseas is pouring into the US capital markets, which foreign investors regard as a haven in a world…
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TINAC & TICS Update
June's Treasury International Capital System (TICS) was released on Monday. The TICS data tend to confirm our TINAC…
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ECB Stuck Between A Rock & A Hard Place
Soaring consumer prices and the prospect of energy rationing this coming winter have depressed consumer confidence in the Eurozone. No…
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Signs of Peak Inflation
Today was a good day for those of us expecting to see peak inflation soon. July's US manufacturing…
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More Signs of Slowing Global Economy
Today, S&P Global released its flash estimates for the purchasing managers indexes (PMIs) of the US, the Eurozone,…
