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  While we believed a 50 basis-point rate cut was the best course of action, the Federal Reserve ended up cutting rates by the minimal 25 basis points. On July 31, the Fed said:  “In light of the implications of global developments for the economic outlook as well as… More >>

   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 >>

  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 >>

 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 >>

  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 >>

  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 >>

  Last week, our post analyzed the possibility that the Federal Reserve would make adjustments to its language suggesting that patience is still required when discussing cutting interest rates, due to weakening economic data.  [i] As predicted, the Fed did exactly… More >>

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  In the midst of this historically prolonged period of economic growth, there is little question the U.S economy has hit a few speed bumps on its road to expansion. For investors, Friday’s jobs report demonstrated a significant indication of an economic slowdown.  The… More >>

  Last week’s commentary, which focused on regular recession cycles and the role credit plays in consumption/economic stimulation, can be viewed here. Over the past few weeks, the United States has witnessed a sharp deterioration in trade negotiations, adding further… More >>