Market Research

Portfolios/Insight2019-11-03T16:59:34-05:00
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. [...]

6Nov, 2019

You Have To Try Really Hard Not To See It

By |November 6th, 2019|Economy, Federal Reserve/Monetary Policy|

In early September, the Institute for Supply Management (ISM) released figures for its non-manufacturing PMI that calmed nervous markets. A few weeks before anyone would start talking about repo, repo operations, and not-QE asset purchases, recession and slowdown fears were already prevalent. It hadn’t been a very good summer to [...]

6Nov, 2019

Still Stuck In Between

By |November 6th, 2019|Economy, Federal Reserve/Monetary Policy|

Note: originally published Friday, Nov 1 There wasn’t much by way of the ISM’s Manufacturing PMI to allay fears of recession. Much like the payroll numbers, an uncolored analysis of them, anyway, there was far more bad than good. For the month of October 2019, the index rose slightly from [...]

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