automobiles

Contracting Factories, Curiously Rebounding Inbound Cars, And the Confirmed End of Decoupling

By |2019-07-03T11:52:14-05:00July 3rd, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The US manufacturing sector may not be in as bad a shape as its German or Japanese counterparts, though it appears to be catching up on the downside. The Census Bureau reports today that new orders for all types of goods in all industries fell 1.6% year-over-year (unadjusted) in May 2019. This was the first [...]

The Mark of the Eurodollar: Five Years of China Car Sales

By |2019-05-13T12:53:11-05:00May 13th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

The biggest problem, among many, with 2017’s globally synchronized growth narrative was that it was always missing China. This was an enormous contradiction because the Chinese were supposed to be at the center of the rebirth. So much of what was being counted on from this “global growth” was figured to come out of the [...]

Transparent (Auto)Motives

By |2019-04-03T11:34:41-05:00April 3rd, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Those were the days. The minivan was king, a relatively new phenomenon that domestic automakers were hoping would help them stave off increasing import pressure. In 1990, Chrysler, for example, had used the success of its Dodge Caravan and Plymouth Voyager, along with the introduction of its Town & Country luxury (I suppose) model, to [...]

Contact

Phone: 1-888-777-0970

Fax: 305-397-1686

RSS Recent Posts