Archives for December, 2018

  1. December 31, 2018

      After another wild week on Wall Street, you might expect consumers’ nerves to be frayed.  [i]     On the contrary, consumers did nothing but shop.  According to Mastercard, this holiday season represented the strongest growth in consumer spending in the last six… More >>

  2. December 21, 2018

    Last week’s interest rate announcement should have been a clear and decisive save by the Fed.  As expected, the Federal Open Market Committee (FOMC) raised their benchmark interest rate ¼ point to 2.5 percent, but of more significance, they signaled a much more dovish… More >>

  3. December 17, 2018

      At the recent 2018 G20 Buenos Aires summit, where the leaders of the largest economies in the world gathered at the beginning of the month, there was a moment that was misunderstood. The “high five” between Crown Prince Mohammed Bin Salman of Saudi Arabia and Vladimir… More >>

  4. December 10, 2018

      If the market playbook had followed its recent script, we should have had an extremely positive week last week.  Over the past several months, heated China trade-war rhetoric and hawkish Federal Reserve interest-rate remarks have taken center stage, and markets have… More >>

  5. December 3, 2018

        Many of you woke up this morning to news headlines on trade and a roaring stock market after this weekend’s G-20 conference concluded.  [i].  News feeds were littered with headlines surrounding a trade war truce between the U.S. and China, which followed the highly… More >>