decoupling

Retail Sales In Bad Company, Decouple from Decoupling

By |2019-04-01T12:17:01-04:00April 1st, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

In a way, the government shutdown couldn’t have come at a more opportune moment. As workers all throughout the sprawling bureaucracy were furloughed, markets had run into chaos. Even the seemingly invincible stock market was pummeled, a technical bear market emerged on Wall Street as people began to really consider increasingly loud economic risks. There [...]

Downturn Is Everywhere

By |2019-03-22T12:47:15-04:00March 22nd, 2019|Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Europe is a total mess, no one can (honestly) argue otherwise. But that’s just Germany and France, right? PMI’s in those countries were a disaster. Those reported for the US weren’t really all that bad. Weaker, sure, hardly the obvious sinking especially when compared to German manufacturers. IHS Markit’s flash US Manufacturing Index for March [...]

The Minus Signs Return…

By |2019-01-07T12:42:04-05:00January 7th, 2019|Currencies, Economy, Federal Reserve/Monetary Policy, Markets|

Ambiguity favors the path of least resistance. If there isn’t any direct refutation of the thing everyone believes in, everyone will continue to believe in that thing and only that thing. Human nature. In economy terms, people respond near exclusively to negative numbers. This is less evolution and more a process of modern times. There [...]

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