Archives for July, 2018

  1. July 16, 2018

    The last couple of weeks of trade war rhetoric has turned decisively real.  Our view was, and still is, much of the trade war talk is overplayed.  However, we are now seeing the first phase of implementation. [i] Consistent with the chart above, the United States has… More >>

  2. July 9, 2018

    “The Fed’s High-Wire Act” Today marks the start of the first full week of trading for Q3 2018.  We’d like to take this opportunity to present you with our Q3 2018 Look Ahead. For a PDF presentation, click here. For a narrated video presentation, click here. Below,… More >>

  3. July 2, 2018

    The Federal Reserve got the green light to continue raising interest rates as May inflation reports [x] showed it had finally reached its 2 percent target inflation rate after five years of waiting. [i] [ii] [iii]   Given that the Fed has met its inflation objective, I… More >>