Market Research

Portfolios/Insight2019-11-03T16:59:34-05:00
8Nov, 2019

The Real Boom Potential

By |November 8th, 2019|Economy, Federal Reserve/Monetary Policy|

For the last five years Larry Summers has called it secular stagnation. It’s the right general idea as far as the result, if totally wrong as to its cause. Alvin Hansen, who first coined the term and thought up the thesis in the thirties, was thoroughly disproved by the fifties. [...]

7Nov, 2019

The Sudden Need For A Trade Deal

By |November 7th, 2019|Economy, Federal Reserve/Monetary Policy|

Talk of trade deals is everywhere. Markets can’t get enough of it, even the here-to-fore pessimistic bond complex. Rates have backed up as a few whispers of BOND ROUT!!! reappear from their one-year slumber. If Trump broke the global economy, then his trade deal fixes it. There’s another way of [...]

7Nov, 2019

A Perfect Example of the Euro$ Squeeze

By |November 7th, 2019|Economy, Federal Reserve/Monetary Policy|

Germany’s vast industrial sector continued in the tank in September. According to new estimates from deStatis, that country’s government agency responsible for maintaining economic data, Industrial Production dropped by another 4% year-over-year during the month of September 2019. It was the fifth consecutive monthly decline at around that alarming rate. [...]

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