Archives for July, 2019

  1. July 29, 2019

       The U.S. economy expanded by 2.2% in Q2, the slowest pace since Trump announced his global war on trade. [i]     When you break down the four component parts of the U.S. economy, the strengths and weaknesses come into clear focus. [ii]     When you break down… More >>

  2. July 22, 2019

      We’ve written in the past on our view that President Trump is waging a trade war to maximize his influence on the Federal Reserve. Though we believe he is prosecuting a case against China, the uncertainty he is creating in global GDP growth, in our opinion, is causing… More >>

  3. July 15, 2019

     A lot transpired last week as it relates to capital markets and the economy.  Federal Reserve Chair Jay Powell almost assured market participants an interest rate cut is inevitable and likely to occur in July.  Chairman Powell made the following statements in his… More >>

  4. July 8, 2019

      As the third-quarter of 2019 begins, we hope you have a chance to review our Q3 2019 Look Ahead.  A link to the PDF presentation can be found here with a narrated version here. Friday released an amazing jobs report that might assuage investor anxiety around a… More >>

  5. July 1, 2019

      The Trump administration looks to be playing its cards perfectly when it comes to its broader objectives and goals.  The administration announced it would be resuming trade discussions with China, without any specificity on when the trade discussions will conclude. … More >>